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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 | $79,560 | $65,566+21.3% | $86,235-7.7% | $75,177+5.8% |
| Participation rate | 81.8% | 60.5%+21.3pp | 69.0%+12.9pp | 67.2%+14.6pp |
| Annual return | 15.32% | 46.07%-30.8pp | 1170.03%-1154.7pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,547 | $1,553-0.4% | $2,381-35.0% | $2,671-42.1% |
| Participant deferral / active EE | $3,634 | $3,023+20.2% | $3,987-8.8% | $4,126-11.9% |
| Admin fee / account holder | $17,642 | $5,470+222.5% | $6,856+157.3% | $5,651+212.2% |