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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 | $58,275+69.2% | $81,844+20.4% | $80,935+21.8% |
| Participation rate | 85.0% | 63.5%+21.5pp | 72.4%+12.6pp | 67.7%+17.3pp |
| Annual return | 11.46% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $5,075 | $2,346+116.3% | $2,916+74.0% | $2,757+84.1% |
| Participant deferral / active EE | $5,341 | $3,285+62.6% | $4,323+23.5% | $4,299+24.2% |
| Admin fee / account holder | $4,976 | $4,749+4.8% | $7,355-32.4% | $6,924-28.1% |