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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 | $84,000 | $102,663-18.2% | $86,216-2.6% | $139,466-39.8% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.6pp |
| Annual return | 14.56% | 1924.52%-1910.0pp | 1169.42%-1154.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $4,067 | $3,035+34.0% | $2,382+70.8% | $4,754-14.4% |
| Participant deferral / active EE | $7,759 | $4,677+65.9% | $3,986+94.7% | $6,712+15.6% |
| Admin fee / account holder | $31,596 | $8,663+264.7% | $6,853+361.0% | $11,409+176.9% |