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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 | $84,985 | $47,479+79.0% | $62,929+35.1% | $82,448+3.1% |
| Participation rate | 86.5% | 66.9%+19.6pp | 73.1%+13.4pp | 68.1%+18.4pp |
| Annual return | 12.18% | 20.34%-8.2pp | 1063.93%-1051.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $14,898 | $1,885+690.2% | $2,505+494.8% | $2,551+484.0% |
| Participant deferral / active EE | $4,762 | $2,870+65.9% | $3,888+22.5% | $4,139+15.0% |
| Admin fee / account holder | $5,867 | $3,804+54.2% | $5,065+15.8% | $7,234-18.9% |