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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 | $120,203 | $65,566+83.3% | $86,235+39.4% | $75,177+59.9% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.0%+18.5pp | 67.2%+20.3pp |
| Annual return | 18.15% | 46.07%-27.9pp | 1170.03%-1151.9pp | 160.75%-142.6pp |
| Employer contribution / active EE | $2,989 | $1,553+92.5% | $2,381+25.5% | $2,671+11.9% |
| Participant deferral / active EE | $6,029 | $3,023+99.4% | $3,987+51.2% | $4,126+46.1% |
| Admin fee / account holder | $1,762 | $5,470-67.8% | $6,856-74.3% | $5,651-68.8% |