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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 | $110,153 | $65,555+68.0% | $86,216+27.8% | $75,173+46.5% |
| Participation rate | 80.0% | 60.5%+19.5pp | 69.0%+11.0pp | 67.2%+12.8pp |
| Annual return | 19.59% | 46.07%-26.5pp | 1169.42%-1149.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,846 | $1,553+18.8% | $2,382-22.5% | $2,671-30.9% |
| Participant deferral / active EE | $4,727 | $3,023+56.3% | $3,986+18.6% | $4,126+14.5% |
| Admin fee / account holder | $17,891 | $5,469+227.1% | $6,853+161.1% | $5,651+216.6% |