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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 | $112,093 | $80,812+38.7% | $160,784-30.3% | $82,448+36.0% |
| Participation rate | 84.6% | 66.2%+18.4pp | 77.0%+7.7pp | 68.1%+16.5pp |
| Annual return | 19.13% | 100.59%-81.5pp | 1803.92%-1784.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $5,645 | $2,174+159.7% | $3,733+51.2% | $2,551+121.3% |
| Participant deferral / active EE | $5,681 | $4,335+31.0% | $6,293-9.7% | $4,139+37.2% |
| Admin fee / account holder | $3,255 | $7,695-57.7% | $9,717-66.5% | $7,234-55.0% |