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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 | $77,188 | $60,119+28.4% | $90,430-14.6% | $79,858-3.3% |
| Participation rate | 98.6% | 65.0%+33.6pp | 72.7%+25.9pp | 69.6%+28.9pp |
| Annual return | 15.25% | 71.94%-56.7pp | 1293.73%-1278.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $4,474 | $2,068+116.4% | $3,262+37.2% | $2,471+81.1% |
| Participant deferral / active EE | $3,638 | $2,938+23.8% | $3,963-8.2% | $3,740-2.7% |
| Admin fee / account holder | $1,872 | $3,976-52.9% | $5,613-66.6% | $5,306-64.7% |