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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 | $84,591 | $58,241+45.2% | $81,780+3.4% | $80,911+4.5% |
| Participation rate | 73.7% | 63.4%+10.2pp | 72.4%+1.3pp | 67.6%+6.0pp |
| Annual return | 17.42% | 41.73%-24.3pp | 776.27%-758.9pp | 35.63%-18.2pp |
| Employer contribution / active EE | $4,016 | $2,343+71.4% | $2,914+37.8% | $2,756+45.7% |
| Participant deferral / active EE | $8,626 | $3,283+162.8% | $4,321+99.6% | $4,297+100.7% |
| Admin fee / account holder | $1,686 | $4,973-66.1% | $7,384-77.2% | $6,935-75.7% |