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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,632 | $76,368+44.9% | $67,681+63.5% | $154,746-28.5% |
| Participation rate | 90.0% | 79.0%+11.0pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 14.94% | 1066.77%-1051.8pp | 590.58%-575.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,572 | $3,151-50.1% | $2,678-41.3% | $4,379-64.1% |
| Participant deferral / active EE | $4,269 | $4,824-11.5% | $3,976+7.4% | $6,730-36.6% |
| Admin fee / account holder | $26,384 | $8,559+208.2% | $6,100+332.5% | $14,365+83.7% |