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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 | $63,147 | $53,063+19.0% | $124,206-49.2% | $82,637-23.6% |
| Participation rate | 88.2% | 58.4%+29.8pp | 69.6%+18.7pp | 68.1%+20.2pp |
| Annual return | 13.57% | 68.87%-55.3pp | 515.27%-501.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,328 | $1,530-13.2% | $3,540-62.5% | $2,552-47.9% |
| Participant deferral / active EE | $4,916 | $2,644+85.9% | $3,968+23.9% | $4,126+19.2% |
| Admin fee / account holder | $15,038 | $4,281+251.3% | $5,929+153.7% | $7,339+104.9% |