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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 | $62,296 | $49,896+24.9% | $80,627-22.7% | $75,173-17.1% |
| Participation rate | 89.2% | 55.3%+33.9pp | 67.0%+22.2pp | 67.2%+22.0pp |
| Annual return | 25.85% | 34.67%-8.8pp | 936.76%-910.9pp | 160.72%-134.9pp |
| Employer contribution / active EE | $7,177 | $1,699+322.5% | $2,723+163.6% | $2,671+168.7% |
| Participant deferral / active EE | $5,587 | $2,992+86.8% | $4,443+25.8% | $4,126+35.4% |
| Admin fee / account holder | $5,883 | $3,578+64.4% | $5,381+9.3% | $5,651+4.1% |