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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 | $68,097+62.5% | $62,929+75.8% | $137,256-19.4% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 14.94% | 1859.11%-1844.2pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,572 | $2,811-44.1% | $2,505-37.2% | $4,156-62.2% |
| Participant deferral / active EE | $4,269 | $4,553-6.2% | $3,888+9.8% | $6,407-33.4% |
| Admin fee / account holder | $26,384 | $6,521+304.6% | $5,065+421.0% | $12,270+115.0% |