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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 | $99,896 | $79,209+26.1% | $102,434-2.5% | $74,459+34.2% |
| Participation rate | 91.2% | 74.8%+16.4pp | 76.5%+14.7pp | 67.2%+24.0pp |
| Annual return | 13.21% | 54.98%-41.8pp | 29.46%-16.2pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $3,810 | $2,362+61.3% | $3,023+26.0% | $2,626+45.1% |
| Participant deferral / active EE | $4,787 | $4,417+8.4% | $5,055-5.3% | $4,350+10.1% |
| Admin fee / account holder | $14,465 | $2,002+622.6% | $9,462+52.9% | $1,945+643.8% |