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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 | $96,493 | $58,311+65.5% | $81,882+17.8% | $80,959+19.2% |
| Participation rate | 84.1% | 63.5%+20.6pp | 72.4%+11.7pp | 67.7%+16.4pp |
| Annual return | 11.98% | 41.85%-29.9pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,712 | $2,347+15.6% | $2,916-7.0% | $2,757-1.7% |
| Participant deferral / active EE | $4,011 | $3,287+22.0% | $4,323-7.2% | $4,300-6.7% |
| Admin fee / account holder | $12,091 | $4,752+154.4% | $7,360+64.3% | $6,925+74.6% |