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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 | $86,515 | $65,555+32.0% | $86,216+0.3% | $75,173+15.1% |
| Participation rate | 93.1% | 60.5%+32.6pp | 69.0%+24.1pp | 67.2%+25.9pp |
| Annual return | 16.86% | 46.07%-29.2pp | 1169.42%-1152.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $2,054 | $1,553+32.2% | $2,382-13.8% | $2,671-23.1% |
| Participant deferral / active EE | $5,486 | $3,023+81.5% | $3,986+37.6% | $4,126+33.0% |
| Admin fee / account holder | $19,833 | $5,469+262.6% | $6,853+189.4% | $5,651+251.0% |