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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 | $72,878 | $55,470+31.4% | $155,556-53.2% | $74,478-2.1% |
| Participation rate | 94.1% | 61.9%+32.2pp | 78.2%+15.9pp | 67.2%+26.9pp |
| Annual return | 14.92% | 269.80%-254.9pp | 64.84%-49.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $8,705 | $2,267+284.0% | $4,675+86.2% | $2,626+231.5% |
| Participant deferral / active EE | $5,140 | $2,838+81.1% | $5,631-8.7% | $4,350+18.2% |
| Admin fee / account holder | $1,300 | $1,744-25.5% | $15,885-91.8% | $1,946-33.2% |