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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 | $109,736 | $49,897+119.9% | $80,648+36.1% | $75,177+46.0% |
| Participation rate | 75.0% | 55.3%+19.7pp | 67.0%+8.0pp | 67.2%+7.8pp |
| Annual return | 15.74% | 34.68%-18.9pp | 937.21%-921.5pp | 160.75%-145.0pp |
| Employer contribution / active EE | $3,053 | $1,699+79.7% | $2,724+12.1% | $2,671+14.3% |
| Participant deferral / active EE | $5,924 | $2,992+98.0% | $4,443+33.3% | $4,126+43.6% |
| Admin fee / account holder | $33,677 | $3,579+841.1% | $5,382+525.7% | $5,651+495.9% |