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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 | $86,005 | $51,638+66.6% | $68,368+25.8% | $82,448+4.3% |
| Participation rate | 97.0% | 63.6%+33.4pp | 73.8%+23.2pp | 68.1%+28.9pp |
| Annual return | 16.68% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,848 | $2,047-9.7% | $2,649-30.2% | $2,551-27.5% |
| Participant deferral / active EE | $5,917 | $2,914+103.1% | $4,123+43.5% | $4,139+43.0% |
| Admin fee / account holder | $15,646 | $4,643+236.9% | $5,150+203.8% | $7,234+116.3% |