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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 | $55,470-9.7% | $155,556-67.8% | $74,478-32.8% |
| Participation rate | 95.4% | 61.9%+33.5pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 15.10% | 269.80%-254.7pp | 64.84%-49.7pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $4,152 | $2,267+83.2% | $4,675-11.2% | $2,626+58.1% |
| Participant deferral / active EE | $4,324 | $2,838+52.4% | $5,631-23.2% | $4,350-0.6% |
| Admin fee / account holder | $3,138 | $1,744+79.9% | $15,885-80.2% | $1,946+61.3% |