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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 | $102,859 | $65,566+56.9% | $86,235+19.3% | $75,177+36.8% |
| Participation rate | 80.6% | 60.5%+20.1pp | 69.0%+11.6pp | 67.2%+13.4pp |
| Annual return | 13.93% | 46.07%-32.1pp | 1170.03%-1156.1pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,345 | $1,553-13.4% | $2,381-43.5% | $2,671-49.6% |
| Participant deferral / active EE | $1,950 | $3,023-35.5% | $3,987-51.1% | $4,126-52.7% |
| Admin fee / account holder | $4,015 | $5,470-26.6% | $6,856-41.4% | $5,651-29.0% |