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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 | $93,406 | $51,638+80.9% | $68,368+36.6% | $82,448+13.3% |
| Participation rate | 79.7% | 63.6%+16.1pp | 73.8%+5.9pp | 68.1%+11.6pp |
| Annual return | 19.98% | 37.53%-17.6pp | 292.57%-272.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $4,077 | $2,047+99.2% | $2,649+53.9% | $2,551+59.8% |
| Participant deferral / active EE | $8,489 | $2,914+191.4% | $4,123+105.9% | $4,139+105.1% |
| Admin fee / account holder | $24,086 | $4,643+418.7% | $5,150+367.7% | $7,234+232.9% |