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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 | $82,848 | $58,311+42.1% | $81,882+1.2% | $80,959+2.3% |
| Participation rate | 71.4% | 63.5%+7.9pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 16.66% | 41.85%-25.2pp | 779.47%-762.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $5,276 | $2,347+124.8% | $2,916+80.9% | $2,757+91.3% |
| Participant deferral / active EE | $958 | $3,287-70.9% | $4,323-77.8% | $4,300-77.7% |
| Admin fee / account holder | $5,628 | $4,752+18.4% | $7,360-23.5% | $6,925-18.7% |