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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 | $78,027 | $183,516-57.5% | $155,534-49.8% | $145,884-46.5% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 14.67% | 61.43%-46.8pp | 64.92%-50.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $8,917 | $5,315+67.8% | $4,675+90.8% | $4,662+91.3% |
| Participant deferral / active EE | $15,512 | $6,467+139.9% | $5,630+175.5% | $6,690+131.9% |
| Admin fee / account holder | $38,702 | $19,293+100.6% | $15,900+143.4% | $13,392+189.0% |