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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 | $82,219 | $58,311+41.0% | $81,882+0.4% | $80,959+1.6% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.4%+15.1pp | 67.7%+19.8pp |
| Annual return | 11.70% | 41.85%-30.2pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,615 | $2,347+11.4% | $2,916-10.3% | $2,757-5.2% |
| Participant deferral / active EE | $6,010 | $3,287+82.8% | $4,323+39.0% | $4,300+39.8% |
| Admin fee / account holder | $28,002 | $4,752+489.3% | $7,360+280.5% | $6,925+304.3% |