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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 | $76,745 | $58,275+31.7% | $81,844-6.2% | $80,935-5.2% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.4%+19.3pp | 67.7%+24.0pp |
| Annual return | 18.90% | 41.82%-22.9pp | 778.87%-760.0pp | 35.66%-16.8pp |
| Employer contribution / active EE | $2,945 | $2,346+25.6% | $2,916+1.0% | $2,757+6.8% |
| Participant deferral / active EE | $5,708 | $3,285+73.7% | $4,323+32.0% | $4,299+32.8% |
| Admin fee / account holder | $21,191 | $4,749+346.2% | $7,355+188.1% | $6,924+206.0% |