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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 | $80,171 | $65,555+22.3% | $86,216-7.0% | $75,173+6.6% |
| Participation rate | 81.3% | 60.5%+20.8pp | 69.0%+12.3pp | 67.2%+14.0pp |
| Annual return | 17.77% | 46.07%-28.3pp | 1169.42%-1151.6pp | 160.72%-142.9pp |
| Employer contribution / active EE | $3,207 | $1,553+106.5% | $2,382+34.7% | $2,671+20.1% |
| Participant deferral / active EE | $6,457 | $3,023+113.6% | $3,986+62.0% | $4,126+56.5% |
| Admin fee / account holder | $8,701 | $5,469+59.1% | $6,853+27.0% | $5,651+54.0% |