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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 | $104,745 | $63,346+65.4% | $92,240+13.6% | $70,126+49.4% |
| Participation rate | 94.0% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.5pp |
| Annual return | 13.14% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,080 | $2,471-15.8% | $3,680-43.5% | $2,343-11.2% |
| Participant deferral / active EE | $3,658 | $2,854+28.2% | $3,897-6.1% | $3,332+9.8% |
| Admin fee / account holder | $13,703 | $3,841+256.8% | $5,194+163.8% | $4,645+195.0% |