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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 | $79,248 | $89,739-11.7% | $149,721-47.1% | $62,293+27.2% |
| Participation rate | 95.4% | 85.1%+10.3pp | 87.1%+8.3pp | 69.5%+25.9pp |
| Annual return | 51.44% | 21.01%+30.4pp | 1501.67%-1450.2pp | 28.90%+22.5pp |
| Employer contribution / active EE | $4,271 | $3,233+32.1% | $5,444-21.6% | $2,042+109.1% |
| Participant deferral / active EE | $4,429 | $4,797-7.7% | $6,568-32.6% | $3,169+39.7% |
| Admin fee / account holder | $2,600 | $551+371.7% | $11,282-77.0% | $479+442.5% |