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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 | $111,017 | $60,139+84.6% | $90,461+22.7% | $79,856+39.0% |
| Participation rate | 79.2% | 65.0%+14.2pp | 72.7%+6.5pp | 69.6%+9.6pp |
| Annual return | 16.74% | 71.96%-55.2pp | 1294.76%-1278.0pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,196 | $2,069-42.2% | $3,264-63.4% | $2,471-51.6% |
| Participant deferral / active EE | $3,178 | $2,939+8.1% | $3,964-19.8% | $3,741-15.0% |
| Admin fee / account holder | $2,589 | $3,978-34.9% | $5,617-53.9% | $5,306-51.2% |