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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 | $90,616 | $51,638+75.5% | $68,368+32.5% | $82,448+9.9% |
| Participation rate | 82.1% | 63.6%+18.5pp | 73.8%+8.4pp | 68.1%+14.1pp |
| Annual return | 20.03% | 37.53%-17.5pp | 292.57%-272.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,826 | $2,047+87.0% | $2,649+44.4% | $2,551+50.0% |
| Participant deferral / active EE | $8,025 | $2,914+175.4% | $4,123+94.7% | $4,139+93.9% |
| Admin fee / account holder | $26,030 | $4,643+460.6% | $5,150+405.5% | $7,234+259.8% |