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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 | $83,403 | $65,575+27.2% | $86,209-3.3% | $75,181+10.9% |
| Participation rate | 97.8% | 60.5%+37.3pp | 69.0%+28.9pp | 67.2%+30.6pp |
| Annual return | 18.47% | 46.07%-27.6pp | 1169.05%-1150.6pp | 160.69%-142.2pp |
| Employer contribution / active EE | $2,702 | $1,553+74.0% | $2,381+13.5% | $2,671+1.2% |
| Participant deferral / active EE | $9,126 | $3,023+201.9% | $3,986+129.0% | $4,126+121.2% |
| Admin fee / account holder | $14,546 | $5,470+165.9% | $6,853+112.3% | $5,650+157.5% |