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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 | $86,904 | $53,128+63.6% | $86,582+0.4% | $70,126+23.9% |
| Participation rate | 74.5% | 65.3%+9.2pp | 73.5%+1.0pp | 69.5%+5.0pp |
| Annual return | 16.89% | 27.66%-10.8pp | 965.08%-948.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $3,290 | $2,068+59.1% | $2,839+15.9% | $2,343+40.5% |
| Participant deferral / active EE | $5,160 | $2,695+91.5% | $3,609+43.0% | $3,332+54.9% |
| Admin fee / account holder | $12,114 | $3,584+238.0% | $4,904+147.0% | $4,645+160.8% |