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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 | $81,597 | $57,330+42.3% | $86,656-5.8% | $75,177+8.5% |
| Participation rate | 74.6% | 63.2%+11.4pp | 71.7%+2.9pp | 67.2%+7.4pp |
| Annual return | 17.53% | 2675.40%-2657.9pp | 593.09%-575.6pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,060 | $2,316-54.2% | $3,025-64.9% | $2,671-60.3% |
| Participant deferral / active EE | $3,602 | $3,320+8.5% | $4,439-18.9% | $4,126-12.7% |
| Admin fee / account holder | $6,404 | $4,115+55.6% | $5,619+14.0% | $5,651+13.3% |