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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 | $138,602 | $65,555+111.4% | $86,216+60.8% | $75,173+84.4% |
| Participation rate | 82.4% | 60.5%+21.9pp | 69.0%+13.4pp | 67.2%+15.1pp |
| Annual return | 13.01% | 46.07%-33.1pp | 1169.42%-1156.4pp | 160.72%-147.7pp |
| Employer contribution / active EE | $2,472 | $1,553+59.2% | $2,382+3.8% | $2,671-7.4% |
| Participant deferral / active EE | $5,551 | $3,023+83.6% | $3,986+39.3% | $4,126+34.5% |
| Admin fee / account holder | $24,134 | $5,469+341.3% | $6,853+252.2% | $5,651+327.1% |