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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 | $98,578 | $58,258+69.2% | $81,820+20.5% | $80,925+21.8% |
| Participation rate | 85.0% | 63.5%+21.5pp | 72.4%+12.6pp | 67.7%+17.3pp |
| Annual return | 11.46% | 41.76%-30.3pp | 777.93%-766.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $5,075 | $2,345+116.4% | $2,915+74.1% | $2,756+84.1% |
| Participant deferral / active EE | $5,341 | $3,284+62.6% | $4,323+23.6% | $4,299+24.2% |
| Admin fee / account holder | $4,976 | $4,9760% | $7,391-32.7% | $6,940-28.3% |