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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 | $81,619 | $55,437+47.2% | $155,534-47.5% | $74,459+9.6% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 12.39% | 269.58%-257.2pp | 64.92%-52.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $6,049 | $2,266+166.9% | $4,675+29.4% | $2,626+130.4% |
| Participant deferral / active EE | $4,626 | $2,837+63.0% | $5,630-17.8% | $4,350+6.4% |
| Admin fee / account holder | $31,345 | $1,742+1699.0% | $15,900+97.1% | $1,945+1511.8% |