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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 | $181,757 | $80,812+124.9% | $160,784+13.0% | $82,448+120.5% |
| Participation rate | 80.6% | 66.2%+14.4pp | 77.0%+3.7pp | 68.1%+12.6pp |
| Annual return | 24.19% | 100.59%-76.4pp | 1803.92%-1779.7pp | 41.64%-17.4pp |
| Employer contribution / active EE | $1,989 | $2,174-8.5% | $3,733-46.7% | $2,551-22.0% |
| Participant deferral / active EE | $11,569 | $4,335+166.9% | $6,293+83.8% | $4,139+179.5% |
| Admin fee / account holder | $35,969 | $7,695+367.4% | $9,717+270.2% | $7,234+397.2% |