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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 | $91,313 | $65,555+39.3% | $86,216+5.9% | $75,173+21.5% |
| Participation rate | 93.8% | 60.5%+33.3pp | 69.0%+24.8pp | 67.2%+26.5pp |
| Annual return | 19.36% | 46.07%-26.7pp | 1169.42%-1150.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $7,788 | $1,553+401.4% | $2,382+227.0% | $2,671+191.6% |
| Participant deferral / active EE | $4,756 | $3,023+57.3% | $3,986+19.3% | $4,126+15.3% |
| Admin fee / account holder | $984 | $5,469-82.0% | $6,853-85.6% | $5,651-82.6% |