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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 | $85,876 | $47,479+80.9% | $62,929+36.5% | $82,448+4.2% |
| Participation rate | 75.8% | 66.9%+8.9pp | 73.1%+2.6pp | 68.1%+7.7pp |
| Annual return | 11.95% | 20.34%-8.4pp | 1063.93%-1052.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,957 | $1,885+3.8% | $2,505-21.9% | $2,551-23.3% |
| Participant deferral / active EE | $2,839 | $2,870-1.1% | $3,888-27.0% | $4,139-31.4% |
| Admin fee / account holder | $15,409 | $3,804+305.1% | $5,065+204.3% | $7,234+113.0% |