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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 | $58,275+65.6% | $81,844+17.9% | $80,935+19.2% |
| Participation rate | 84.1% | 63.5%+20.6pp | 72.4%+11.7pp | 67.7%+16.4pp |
| Annual return | 11.98% | 41.82%-29.8pp | 778.87%-766.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,712 | $2,346+15.6% | $2,916-7.0% | $2,757-1.6% |
| Participant deferral / active EE | $4,011 | $3,285+22.1% | $4,323-7.2% | $4,299-6.7% |
| Admin fee / account holder | $12,091 | $4,749+154.6% | $7,355+64.4% | $6,924+74.6% |