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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 | $86,869 | $58,258+49.1% | $81,820+6.2% | $80,925+7.3% |
| Participation rate | 90.7% | 63.5%+27.2pp | 72.4%+18.3pp | 67.7%+23.0pp |
| Annual return | 16.48% | 41.76%-25.3pp | 777.93%-761.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $6,422 | $2,345+173.8% | $2,915+120.3% | $2,756+133.0% |
| Participant deferral / active EE | $10,131 | $3,284+208.5% | $4,323+134.4% | $4,299+135.7% |
| Admin fee / account holder | $7,209 | $4,976+44.9% | $7,391-2.5% | $6,940+3.9% |