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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 | $87,245 | $49,896+74.9% | $80,627+8.2% | $75,173+16.1% |
| Participation rate | 96.8% | 55.3%+41.4pp | 67.0%+29.8pp | 67.2%+29.6pp |
| Annual return | 15.70% | 34.67%-19.0pp | 936.76%-921.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $5,157 | $1,699+203.6% | $2,723+89.4% | $2,671+93.1% |
| Participant deferral / active EE | $10,259 | $2,992+242.9% | $4,443+130.9% | $4,126+148.6% |
| Admin fee / account holder | $11,181 | $3,578+212.5% | $5,381+107.8% | $5,651+97.9% |