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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 | $91,976 | $54,380+69.1% | $68,509+34.3% | $59,633+54.2% |
| Participation rate | 88.8% | 70.2%+18.6pp | 74.7%+14.0pp | 68.7%+20.1pp |
| Annual return | 58.09% | 2.83%+55.3pp | 8.27%+49.8pp | 2041.40%-1983.3pp |
| Employer contribution / active EE | $2,392 | $1,539+55.4% | $2,278+5.0% | $2,203+8.6% |
| Participant deferral / active EE | $3,578 | $2,643+35.4% | $3,382+5.8% | $3,192+12.1% |
| Admin fee / account holder | $11,571 | $3,885+197.8% | $5,275+119.4% | $4,297+169.3% |