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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 | $80,922 | $80,753+0.2% | $136,298-40.6% | $62,293+29.9% |
| Participation rate | 76.7% | 73.5%+3.2pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 51.56% | 35.83%+15.7pp | 5156.27%-5104.7pp | 28.90%+22.7pp |
| Employer contribution / active EE | $2,524 | $2,884-12.5% | $4,696-46.2% | $2,042+23.6% |
| Participant deferral / active EE | $6,316 | $5,164+22.3% | $6,247+1.1% | $3,169+99.3% |
| Admin fee / account holder | $5,335 | $525+915.4% | $9,244-42.3% | $479+1013.0% |