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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 | $82,427 | $88,815-7.2% | $81,882+0.7% | $145,897-43.5% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 12.69% | 1033.75%-1021.1pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,276 | $3,086+6.2% | $2,916+12.4% | $4,663-29.7% |
| Participant deferral / active EE | $4,335 | $4,647-6.7% | $4,323+0.3% | $6,689-35.2% |
| Admin fee / account holder | $43,523 | $8,434+416.0% | $7,360+491.4% | $13,390+225.0% |