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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 | $76,490 | $65,566+16.7% | $86,235-11.3% | $75,177+1.7% |
| Participation rate | 90.0% | 60.5%+29.5pp | 69.0%+21.0pp | 67.2%+22.8pp |
| Annual return | 15.05% | 46.07%-31.0pp | 1170.03%-1155.0pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,616 | $1,553+4.1% | $2,381-32.1% | $2,671-39.5% |
| Participant deferral / active EE | $3,569 | $3,023+18.1% | $3,987-10.5% | $4,126-13.5% |
| Admin fee / account holder | $19,326 | $5,470+253.3% | $6,856+181.9% | $5,651+242.0% |