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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 | $112,614 | $65,566+71.8% | $86,235+30.6% | $75,177+49.8% |
| Participation rate | 84.1% | 60.5%+23.6pp | 69.0%+15.2pp | 67.2%+16.9pp |
| Annual return | 16.75% | 46.07%-29.3pp | 1170.03%-1153.3pp | 160.75%-144.0pp |
| Employer contribution / active EE | $2,690 | $1,553+73.2% | $2,381+13.0% | $2,671+0.7% |
| Participant deferral / active EE | $5,191 | $3,023+71.7% | $3,987+30.2% | $4,126+25.8% |
| Admin fee / account holder | $12,164 | $5,470+122.4% | $6,856+77.4% | $5,651+115.2% |