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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 | $73,421+50.7% | $66,439+66.5% | $155,188-28.7% |
| Participation rate | 90.0% | 79.7%+10.3pp | 74.5%+15.5pp | 80.8%+9.2pp |
| Annual return | 14.94% | 1382.37%-1367.4pp | 757.66%-742.7pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,572 | $3,039-48.3% | $2,637-40.4% | $4,248-63.0% |
| Participant deferral / active EE | $4,269 | $4,680-8.8% | $3,876+10.1% | $6,531-34.6% |
| Admin fee / account holder | $26,384 | $8,856+197.9% | $6,173+327.4% | $14,480+82.2% |