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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 | $68,118 | $55,470+22.8% | $155,556-56.2% | $74,478-8.5% |
| Participation rate | 79.2% | 61.9%+17.3pp | 78.2%+1.0pp | 67.2%+12.0pp |
| Annual return | 20.25% | 269.80%-249.6pp | 64.84%-44.6pp | 1370.56%-1350.3pp |
| Employer contribution / active EE | $1,816 | $2,267-19.9% | $4,675-61.2% | $2,626-30.9% |
| Participant deferral / active EE | $9,071 | $2,838+219.6% | $5,631+61.1% | $4,350+108.5% |
| Admin fee / account holder | $5,385 | $1,744+208.7% | $15,885-66.1% | $1,946+176.8% |