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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 | $75,391 | $93,598-19.5% | $135,974-44.6% | $75,173+0.3% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 289.32% | 30.89%+258.4pp | 68.30%+221.0pp | 160.72%+128.6pp |
| Employer contribution / active EE | $2,722 | $3,538-23.1% | $4,859-44.0% | $2,671+1.9% |
| Participant deferral / active EE | $5,478 | $6,405-14.5% | $7,760-29.4% | $4,126+32.8% |
| Admin fee / account holder | $4,243 | $6,978-39.2% | $10,767-60.6% | $5,651-24.9% |