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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 | $130,913 | $65,566+99.7% | $86,235+51.8% | $75,177+74.1% |
| Participation rate | 81.1% | 60.5%+20.6pp | 69.0%+12.1pp | 67.2%+13.9pp |
| Annual return | 15.75% | 46.07%-30.3pp | 1170.03%-1154.3pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,288 | $1,553+47.3% | $2,381-3.9% | $2,671-14.3% |
| Participant deferral / active EE | $4,591 | $3,023+51.9% | $3,987+15.2% | $4,126+11.3% |
| Admin fee / account holder | $4,801 | $5,470-12.2% | $6,856-30.0% | $5,651-15.0% |