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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 | $81,375 | $60,139+35.3% | $90,461-10.0% | $79,856+1.9% |
| Participation rate | 71.4% | 65.0%+6.4pp | 72.7%-1.3pp | 69.6%+1.8pp |
| Annual return | 13.63% | 71.96%-58.3pp | 1294.76%-1281.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,697 | $2,069+78.7% | $3,264+13.3% | $2,471+49.6% |
| Participant deferral / active EE | $3,808 | $2,939+29.6% | $3,964-4.0% | $3,741+1.8% |
| Admin fee / account holder | $1,937 | $3,978-51.3% | $5,617-65.5% | $5,306-63.5% |