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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 | $79,221 | $48,364+63.8% | $71,796+10.3% | $62,881+26.0% |
| Participation rate | 75.0% | 60.6%+14.4pp | 69.1%+5.9pp | 69.3%+5.7pp |
| Annual return | 5.61% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,823 | $1,042+170.9% | $1,924+46.7% | $2,281+23.7% |
| Participant deferral / active EE | $3,206 | $2,091+53.3% | $2,794+14.7% | $3,203+0.1% |
| Admin fee / account holder | $13,056 | $3,771+246.2% | $4,815+171.2% | $4,296+203.9% |