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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 | $85,113 | $109,411-22.2% | $89,435-4.8% | $158,982-46.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.7pp |
| Annual return | 18.90% | 345.68%-326.8pp | 245.55%-226.7pp | 302.99%-284.1pp |
| Employer contribution / active EE | $16,632 | $3,173+424.2% | $2,587+542.9% | $4,763+249.2% |
| Participant deferral / active EE | $5,462 | $4,600+18.7% | $3,890+40.4% | $5,983-8.7% |
| Admin fee / account holder | $2,658 | $6,159-56.8% | $4,884-45.6% | $11,252-76.4% |