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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 | $87,119 | $47,479+83.5% | $62,929+38.4% | $82,448+5.7% |
| Participation rate | 95.2% | 66.9%+28.4pp | 73.1%+22.1pp | 68.1%+27.2pp |
| Annual return | 16.05% | 20.34%-4.3pp | 1063.93%-1047.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $7,166 | $1,885+280.1% | $2,505+186.1% | $2,551+180.9% |
| Participant deferral / active EE | $12,661 | $2,870+341.1% | $3,888+225.6% | $4,139+205.9% |
| Admin fee / account holder | $995 | $3,804-73.8% | $5,065-80.3% | $7,234-86.2% |