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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 | $88,862 | $49,976+77.8% | $66,674+33.3% | $82,637+7.5% |
| Participation rate | 87.5% | 63.1%+24.4pp | 73.7%+13.8pp | 68.1%+19.4pp |
| Annual return | 16.97% | 39.09%-22.1pp | 321.24%-304.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $3,841 | $1,988+93.2% | $2,620+46.6% | $2,552+50.5% |
| Participant deferral / active EE | $3,920 | $2,847+37.7% | $4,084-4.0% | $4,126-5.0% |
| Admin fee / account holder | $1,564 | $4,594-66.0% | $5,098-69.3% | $7,339-78.7% |