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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 | $83,892 | $60,119+39.5% | $90,430-7.2% | $79,858+5.1% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 15.59% | 71.94%-56.3pp | 1293.73%-1278.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $3,975 | $2,068+92.2% | $3,262+21.8% | $2,471+60.9% |
| Participant deferral / active EE | $7,966 | $2,938+171.2% | $3,963+101.0% | $3,740+113.0% |
| Admin fee / account holder | $11,288 | $3,976+183.9% | $5,613+101.1% | $5,306+112.7% |