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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 | $124,521 | $80,812+54.1% | $160,784-22.6% | $82,448+51.0% |
| Participation rate | 89.3% | 66.2%+23.1pp | 77.0%+12.3pp | 68.1%+21.2pp |
| Annual return | 14.43% | 100.59%-86.2pp | 1803.92%-1789.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $6,880 | $2,174+216.5% | $3,733+84.3% | $2,551+169.7% |
| Participant deferral / active EE | $4,651 | $4,335+7.3% | $6,293-26.1% | $4,139+12.4% |
| Admin fee / account holder | $7,240 | $7,695-5.9% | $9,717-25.5% | $7,234+0.1% |