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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 | $83,780 | $58,311+43.7% | $81,882+2.3% | $80,959+3.5% |
| Participation rate | 76.5% | 63.5%+13.0pp | 72.4%+4.1pp | 67.7%+8.8pp |
| Annual return | 11.00% | 41.85%-30.8pp | 779.47%-768.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,373 | $2,347-41.5% | $2,916-52.9% | $2,757-50.2% |
| Participant deferral / active EE | $4,360 | $3,287+32.7% | $4,323+0.9% | $4,300+1.4% |
| Admin fee / account holder | $14,173 | $4,752+198.2% | $7,360+92.6% | $6,925+104.7% |