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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 | $117,196 | $80,812+45.0% | $160,784-27.1% | $82,448+42.1% |
| Participation rate | 75.9% | 66.2%+9.7pp | 77.0%-1.0pp | 68.1%+7.9pp |
| Annual return | 14.70% | 100.59%-85.9pp | 1803.92%-1789.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,876 | $2,174+32.3% | $3,733-22.9% | $2,551+12.7% |
| Participant deferral / active EE | $6,402 | $4,335+47.7% | $6,293+1.7% | $4,139+54.7% |
| Admin fee / account holder | $25,740 | $7,695+234.5% | $9,717+164.9% | $7,234+255.8% |