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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 | $110,385 | $112,933-2.3% | $90,970+21.3% | $158,982-30.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 14.96% | 215.82%-200.9pp | 134.60%-119.6pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,716 | $2,893-40.7% | $2,122-19.1% | $4,763-64.0% |
| Participant deferral / active EE | $2,370 | $4,128-42.6% | $3,373-29.7% | $5,983-60.4% |
| Admin fee / account holder | $71,309 | $8,047+786.2% | $5,961+1096.3% | $11,252+533.8% |