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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 | $82,573 | $68,394+20.7% | $94,672-12.8% | $75,177+9.8% |
| Participation rate | 96.4% | 76.1%+20.4pp | 80.8%+15.6pp | 67.2%+29.2pp |
| Annual return | 19.18% | 616.92%-597.7pp | 156.89%-137.7pp | 160.75%-141.6pp |
| Employer contribution / active EE | $2,409 | $2,701-10.8% | $3,673-34.4% | $2,671-9.8% |
| Participant deferral / active EE | $10,875 | $6,536+66.4% | $7,417+46.6% | $4,126+163.5% |
| Admin fee / account holder | $3,257 | $5,326-38.8% | $7,222-54.9% | $5,651-42.4% |