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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 | $94,106 | $65,555+43.6% | $86,216+9.2% | $75,173+25.2% |
| Participation rate | 87.0% | 60.5%+26.5pp | 69.0%+18.0pp | 67.2%+19.8pp |
| Annual return | 16.64% | 46.07%-29.4pp | 1169.42%-1152.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,814 | $1,553+16.8% | $2,382-23.8% | $2,671-32.1% |
| Participant deferral / active EE | $4,965 | $3,023+64.2% | $3,986+24.6% | $4,126+20.3% |
| Admin fee / account holder | $12,133 | $5,469+121.9% | $6,853+77.0% | $5,651+114.7% |