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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 | $86,351 | $47,479+81.9% | $62,929+37.2% | $82,448+4.7% |
| Participation rate | 91.9% | 66.9%+25.0pp | 73.1%+18.8pp | 68.1%+23.8pp |
| Annual return | 11.65% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,526 | $1,885+87.0% | $2,505+40.8% | $2,551+38.2% |
| Participant deferral / active EE | $2,730 | $2,870-4.9% | $3,888-29.8% | $4,139-34.1% |
| Admin fee / account holder | $4,367 | $3,804+14.8% | $5,065-13.8% | $7,234-39.6% |