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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 | $76,059 | $63,346+20.1% | $92,240-17.5% | $70,126+8.5% |
| Participation rate | 96.3% | 68.7%+27.6pp | 76.5%+19.8pp | 69.5%+26.8pp |
| Annual return | 14.27% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $4,076 | $2,471+64.9% | $3,680+10.8% | $2,343+74.0% |
| Participant deferral / active EE | $1,408 | $2,854-50.7% | $3,897-63.9% | $3,332-57.7% |
| Admin fee / account holder | $13,116 | $3,841+241.5% | $5,194+152.5% | $4,645+182.3% |