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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 | $123,740 | $58,234+112.5% | $81,783+51.3% | $80,874+53.0% |
| Participation rate | 84.6% | 63.4%+21.2pp | 72.4%+12.3pp | 67.6%+17.0pp |
| Annual return | 13.83% | 41.70%-27.9pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $5,481 | $2,341+134.1% | $2,913+88.2% | $2,756+98.9% |
| Participant deferral / active EE | $3,103 | $3,283-5.5% | $4,320-28.2% | $4,297-27.8% |
| Admin fee / account holder | $352 | $4,982-92.9% | $7,380-95.2% | $6,935-94.9% |