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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 | $119,481 | $88,203+35.5% | $165,100-27.6% | $74,478+60.4% |
| Participation rate | 84.8% | 73.1%+11.7pp | 78.6%+6.2pp | 67.2%+17.6pp |
| Annual return | 27.37% | 17.13%+10.2pp | 70.21%-42.8pp | 1370.56%-1343.2pp |
| Employer contribution / active EE | $5,503 | $2,601+111.6% | $4,348+26.6% | $2,626+109.5% |
| Participant deferral / active EE | $7,809 | $4,505+73.3% | $6,035+29.4% | $4,350+79.5% |
| Admin fee / account holder | $21,438 | $2,235+859.2% | $12,696+68.9% | $1,946+1001.8% |