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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 | $79,638 | $81,696-2.5% | $70,494+13.0% | $158,982-49.9% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 16.78% | 208.70%-191.9pp | 109.16%-92.4pp | 302.99%-286.2pp |
| Employer contribution / active EE | $4,356 | $3,220+35.3% | $2,738+59.1% | $4,763-8.5% |
| Participant deferral / active EE | $10,005 | $4,558+119.5% | $3,711+169.6% | $5,983+67.2% |
| Admin fee / account holder | $6,245 | $6,200+0.7% | $3,848+62.3% | $11,252-44.5% |