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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 | $79,964 | $64,324+24.3% | $118,914-32.8% | $79,856+0.1% |
| Participation rate | 96.2% | 64.9%+31.3pp | 75.4%+20.7pp | 69.6%+26.5pp |
| Annual return | 12.76% | 86.45%-73.7pp | 35.89%-23.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,833 | $1,836-0.1% | $3,264-43.8% | $2,471-25.8% |
| Participant deferral / active EE | $4,302 | $2,824+52.4% | $4,266+0.9% | $3,741+15.0% |
| Admin fee / account holder | $14,777 | $4,040+265.8% | $6,582+124.5% | $5,306+178.5% |