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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 | $62,976 | $45,119+39.6% | $85,126-26.0% | $74,429-15.4% |
| Participation rate | 78.4% | 49.4%+29.1pp | 67.5%+10.9pp | 67.2%+11.2pp |
| Annual return | 17.99% | 26.28%-8.3pp | 66.63%-48.6pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $2,479 | $1,460+69.7% | $2,731-9.2% | $2,625-5.6% |
| Participant deferral / active EE | $11,026 | $2,738+302.7% | $4,523+143.8% | $4,348+153.6% |
| Admin fee / account holder | $5,072 | $2,214+129.1% | $6,160-17.7% | $1,944+160.8% |