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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 | $58,234+49.2% | $81,783+6.2% | $80,874+7.4% |
| Participation rate | 90.7% | 63.4%+27.2pp | 72.4%+18.3pp | 67.6%+23.0pp |
| Annual return | 16.48% | 41.70%-25.2pp | 775.05%-758.6pp | 35.62%-19.1pp |
| Employer contribution / active EE | $6,422 | $2,341+174.3% | $2,913+120.5% | $2,756+133.1% |
| Participant deferral / active EE | $10,131 | $3,283+208.6% | $4,320+134.5% | $4,297+135.8% |
| Admin fee / account holder | $7,209 | $4,982+44.7% | $7,380-2.3% | $6,935+3.9% |