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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 | $92,364 | $84,236+9.6% | $170,435-45.8% | $70,126+31.7% |
| Participation rate | 86.2% | 70.8%+15.4pp | 83.6%+2.6pp | 69.5%+16.7pp |
| Annual return | 202.61% | 23.06%+179.5pp | 205.94%-3.3pp | 73.15%+129.5pp |
| Employer contribution / active EE | $1,122 | $3,387-66.9% | $5,432-79.3% | $2,343-52.1% |
| Participant deferral / active EE | $6,265 | $3,086+103.0% | $4,939+26.8% | $3,332+88.0% |
| Admin fee / account holder | $23,877 | $5,698+319.0% | $13,881+72.0% | $4,645+414.0% |