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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 | $60,139+29.6% | $90,461-13.9% | $79,856-2.4% |
| Participation rate | 82.1% | 65.0%+17.2pp | 72.7%+9.5pp | 69.6%+12.5pp |
| Annual return | 10.40% | 71.96%-61.6pp | 1294.76%-1284.4pp | 31.71%-21.3pp |
| Employer contribution / active EE | $5,297 | $2,069+156.0% | $3,264+62.3% | $2,471+114.3% |
| Participant deferral / active EE | $5,386 | $2,939+83.3% | $3,964+35.9% | $3,741+44.0% |
| Admin fee / account holder | $94,054 | $3,978+2264.2% | $5,617+1574.6% | $5,306+1672.5% |