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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 | $106,566 | $48,327+120.5% | $67,575+57.7% | $80,935+31.7% |
| Participation rate | 72.0% | 66.4%+5.6pp | 72.9%-0.9pp | 67.7%+4.3pp |
| Annual return | 51.56% | 18.31%+33.2pp | 3528.98%-3477.4pp | 35.66%+15.9pp |
| Employer contribution / active EE | $944 | $2,022-53.3% | $2,736-65.5% | $2,757-65.7% |
| Participant deferral / active EE | $3,279 | $2,927+12.0% | $4,003-18.1% | $4,299-23.7% |
| Admin fee / account holder | $12,959 | $3,692+251.0% | $3,993+224.6% | $6,924+87.2% |