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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 | $69,818 | $65,566+6.5% | $86,235-19.0% | $75,177-7.1% |
| Participation rate | 84.2% | 60.5%+23.7pp | 69.0%+15.3pp | 67.2%+17.0pp |
| Annual return | 17.00% | 46.07%-29.1pp | 1170.03%-1153.0pp | 160.75%-143.7pp |
| Employer contribution / active EE | $4,328 | $1,553+178.7% | $2,381+81.8% | $2,671+62.0% |
| Participant deferral / active EE | $4,614 | $3,023+52.6% | $3,987+15.7% | $4,126+11.8% |
| Admin fee / account holder | $17,706 | $5,470+223.7% | $6,856+158.3% | $5,651+213.3% |