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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 | $81,604 | $81,664-0.1% | $70,476+15.8% | $158,966-48.7% |
| Participation rate | 86.7% | 77.7%+8.9pp | 75.1%+11.6pp | 82.0%+4.7pp |
| Annual return | 17.78% | 208.59%-190.8pp | 109.12%-91.3pp | 302.95%-285.2pp |
| Employer contribution / active EE | $5,734 | $3,219+78.1% | $2,738+109.4% | $4,762+20.4% |
| Participant deferral / active EE | $7,749 | $4,556+70.1% | $3,710+108.9% | $5,983+29.5% |
| Admin fee / account holder | $13,855 | $6,197+123.6% | $3,847+260.2% | $11,250+23.2% |