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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 | $87,599 | $49,896+75.6% | $80,627+8.6% | $75,173+16.5% |
| Participation rate | 98.0% | 55.3%+42.7pp | 67.0%+31.0pp | 67.2%+30.8pp |
| Annual return | 18.31% | 34.67%-16.4pp | 936.76%-918.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $6,348 | $1,699+273.7% | $2,723+133.1% | $2,671+137.7% |
| Participant deferral / active EE | $7,611 | $2,992+154.4% | $4,443+71.3% | $4,126+84.4% |
| Admin fee / account holder | $2,228 | $3,578-37.7% | $5,381-58.6% | $5,651-60.6% |