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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 | $91,686 | $65,566+39.8% | $86,235+6.3% | $75,177+22.0% |
| Participation rate | 76.0% | 60.5%+15.5pp | 69.0%+7.0pp | 67.2%+8.8pp |
| Annual return | 18.69% | 46.07%-27.4pp | 1170.03%-1151.3pp | 160.75%-142.1pp |
| Employer contribution / active EE | $1,102 | $1,553-29.1% | $2,381-53.7% | $2,671-58.7% |
| Participant deferral / active EE | $10,989 | $3,023+263.5% | $3,987+175.6% | $4,126+166.3% |
| Admin fee / account holder | $7,718 | $5,470+41.1% | $6,856+12.6% | $5,651+36.6% |