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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 | $50,062 | $55,472-9.8% | $155,567-67.8% | $74,546-32.8% |
| Participation rate | 95.4% | 61.9%+33.5pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 15.10% | 268.72%-253.6pp | 64.74%-49.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $4,152 | $2,269+83.0% | $4,674-11.2% | $2,624+58.2% |
| Participant deferral / active EE | $4,324 | $2,838+52.4% | $5,628-23.2% | $4,347-0.5% |
| Admin fee / account holder | $3,138 | $1,743+80.1% | $15,916-80.3% | $1,944+61.5% |