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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 | $82,526 | $58,275+41.6% | $81,844+0.8% | $80,935+2.0% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.4%+15.6pp | 67.7%+20.3pp |
| Annual return | 11.44% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,541 | $2,346+8.3% | $2,916-12.9% | $2,757-7.8% |
| Participant deferral / active EE | $3,304 | $3,285+0.6% | $4,323-23.6% | $4,299-23.1% |
| Admin fee / account holder | $8,521 | $4,749+79.4% | $7,355+15.8% | $6,924+23.1% |