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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 | $80,569 | $65,434+23.1% | $98,483-18.2% | $85,847-6.1% |
| Participation rate | 93.2% | 65.0%+28.2pp | 73.3%+19.8pp | 69.3%+23.9pp |
| Annual return | 18.16% | 21.75%-3.6pp | 1494.38%-1476.2pp | 318.61%-300.4pp |
| Employer contribution / active EE | $5,960 | $2,169+174.8% | $2,961+101.3% | $2,565+132.3% |
| Participant deferral / active EE | $6,094 | $3,168+92.4% | $4,276+42.5% | $3,952+54.2% |
| Admin fee / account holder | $22,478 | $4,595+389.2% | $5,953+277.6% | $6,261+259.0% |