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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 | $92,717 | $65,555+41.4% | $86,216+7.5% | $75,173+23.3% |
| Participation rate | 82.4% | 60.5%+21.9pp | 69.0%+13.4pp | 67.2%+15.1pp |
| Annual return | 14.48% | 46.07%-31.6pp | 1169.42%-1154.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $2,059 | $1,553+32.5% | $2,382-13.5% | $2,671-22.9% |
| Participant deferral / active EE | $3,924 | $3,023+29.8% | $3,986-1.6% | $4,126-4.9% |
| Admin fee / account holder | $1,414 | $5,469-74.2% | $6,853-79.4% | $5,651-75.0% |