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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 | $94,271 | $70,121+34.4% | $63,803+47.8% | $138,895-32.1% |
| Participation rate | 78.6% | 77.2%+1.4pp | 72.7%+5.9pp | 79.9%-1.3pp |
| Annual return | 11.82% | 946.48%-934.7pp | 543.72%-531.9pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,788 | $2,882-38.0% | $2,532-29.4% | $4,194-57.4% |
| Participant deferral / active EE | $6,596 | $4,535+45.4% | $3,843+71.6% | $6,396+3.1% |
| Admin fee / account holder | $27,264 | $6,738+304.7% | $5,196+424.7% | $12,562+117.0% |