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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 | $90,981 | $65,575+38.7% | $86,209+5.5% | $75,181+21.0% |
| Participation rate | 77.4% | 60.5%+16.9pp | 69.0%+8.5pp | 67.2%+10.2pp |
| Annual return | 19.86% | 46.07%-26.2pp | 1169.05%-1149.2pp | 160.69%-140.8pp |
| Employer contribution / active EE | $1,683 | $1,553+8.3% | $2,381-29.3% | $2,671-37.0% |
| Participant deferral / active EE | $3,867 | $3,023+27.9% | $3,986-3.0% | $4,126-6.3% |
| Admin fee / account holder | $2,713 | $5,470-50.4% | $6,853-60.4% | $5,650-52.0% |