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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 | $82,790 | $175,259-52.8% | $149,723-44.7% | $139,487-40.6% |
| Participation rate | 85.0% | 83.4%+1.6pp | 78.8%+6.2pp | 80.3%+4.7pp |
| Annual return | 13.68% | 166.82%-153.1pp | 134.50%-120.8pp | 373.84%-360.2pp |
| Employer contribution / active EE | $7,481 | $5,478+36.6% | $4,821+55.2% | $4,755+57.3% |
| Participant deferral / active EE | $7,165 | $6,522+9.9% | $5,682+26.1% | $6,713+6.7% |
| Admin fee / account holder | $33,930 | $16,158+110.0% | $13,215+156.8% | $11,407+197.4% |