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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 | $101,266 | $65,566+54.4% | $86,235+17.4% | $75,177+34.7% |
| Participation rate | 98.1% | 60.5%+37.6pp | 69.0%+29.2pp | 67.2%+30.9pp |
| Annual return | 13.04% | 46.07%-33.0pp | 1170.03%-1157.0pp | 160.75%-147.7pp |
| Employer contribution / active EE | $5,430 | $1,553+249.6% | $2,381+128.1% | $2,671+103.3% |
| Participant deferral / active EE | $6,758 | $3,023+123.5% | $3,987+69.5% | $4,126+63.8% |
| Admin fee / account holder | $5,020 | $5,470-8.2% | $6,856-26.8% | $5,651-11.2% |