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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 | $64,552 | $56,431+14.4% | $130,788-50.6% | $87,485-26.2% |
| Participation rate | 96.2% | 58.9%+37.3pp | 70.1%+26.1pp | 68.9%+27.3pp |
| Annual return | 31.54% | 91.27%-59.7pp | 386.44%-354.9pp | 26.06%+5.5pp |
| Employer contribution / active EE | $7,115 | $1,549+359.3% | $3,558+100.0% | $2,596+174.1% |
| Participant deferral / active EE | $6,444 | $2,749+134.4% | $4,137+55.8% | $4,274+50.8% |
| Admin fee / account holder | $2,284 | $4,433-48.5% | $6,673-65.8% | $7,775-70.6% |