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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 | $78,519 | $57,330+37.0% | $86,656-9.4% | $75,177+4.4% |
| Participation rate | 84.5% | 63.2%+21.3pp | 71.7%+12.8pp | 67.2%+17.3pp |
| Annual return | 17.40% | 2675.40%-2658.0pp | 593.09%-575.7pp | 160.75%-143.3pp |
| Employer contribution / active EE | $3,146 | $2,316+35.8% | $3,025+4.0% | $2,671+17.8% |
| Participant deferral / active EE | $3,801 | $3,320+14.5% | $4,439-14.4% | $4,126-7.9% |
| Admin fee / account holder | $9,662 | $4,115+134.8% | $5,619+72.0% | $5,651+71.0% |