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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 | $93,669 | $65,555+42.9% | $86,216+8.6% | $75,173+24.6% |
| Participation rate | 96.0% | 60.5%+35.5pp | 69.0%+27.0pp | 67.2%+28.8pp |
| Annual return | 16.54% | 46.07%-29.5pp | 1169.42%-1152.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $11,824 | $1,553+661.2% | $2,382+396.5% | $2,671+342.7% |
| Participant deferral / active EE | $5,995 | $3,023+98.3% | $3,986+50.4% | $4,126+45.3% |
| Admin fee / account holder | $407 | $5,469-92.6% | $6,853-94.1% | $5,651-92.8% |