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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 | $88,544 | $49,896+77.5% | $80,627+9.8% | $75,173+17.8% |
| Participation rate | 89.7% | 55.3%+34.4pp | 67.0%+22.7pp | 67.2%+22.5pp |
| Annual return | 19.01% | 34.67%-15.7pp | 936.76%-917.8pp | 160.72%-141.7pp |
| Employer contribution / active EE | $3,290 | $1,699+93.7% | $2,723+20.9% | $2,671+23.2% |
| Participant deferral / active EE | $10,803 | $2,992+261.1% | $4,443+143.2% | $4,126+161.8% |
| Admin fee / account holder | $649 | $3,578-81.9% | $5,381-87.9% | $5,651-88.5% |