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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 | $93,636 | $48,570+92.8% | $130,660-28.3% | $72,983+28.3% |
| Participation rate | 70.7% | 58.6%+12.2pp | 71.7%-1.0pp | 69.5%+1.2pp |
| Annual return | 21.77% | 38.63%-16.9pp | 1709.29%-1687.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,866 | $2,384+104.1% | $3,603+35.0% | $3,608+34.9% |
| Admin fee / account holder | $13,905 | $3,549+291.8% | $5,463+154.5% | $5,124+171.4% |