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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 | $55,446-9.7% | $155,574-67.8% | $74,429-32.7% |
| Participation rate | 95.4% | 61.9%+33.5pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 15.10% | 269.20%-254.1pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $4,152 | $2,266+83.2% | $4,676-11.2% | $2,625+58.2% |
| Participant deferral / active EE | $4,324 | $2,836+52.5% | $5,629-23.2% | $4,348-0.5% |
| Admin fee / account holder | $3,138 | $1,743+80.1% | $15,914-80.3% | $1,944+61.4% |