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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 | $77,915 | $60,119+29.6% | $90,430-13.8% | $79,858-2.4% |
| Participation rate | 82.1% | 65.0%+17.2pp | 72.7%+9.5pp | 69.6%+12.5pp |
| Annual return | 10.40% | 71.94%-61.5pp | 1293.73%-1283.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $5,297 | $2,068+156.2% | $3,262+62.4% | $2,471+114.4% |
| Participant deferral / active EE | $5,386 | $2,938+83.3% | $3,963+35.9% | $3,740+44.0% |
| Admin fee / account holder | $94,054 | $3,976+2265.5% | $5,613+1575.5% | $5,306+1672.6% |