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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 | $81,480 | $60,139+35.5% | $90,461-9.9% | $79,856+2.0% |
| Participation rate | 75.5% | 65.0%+10.5pp | 72.7%+2.8pp | 69.6%+5.8pp |
| Annual return | 17.97% | 71.96%-54.0pp | 1294.76%-1276.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,891 | $2,069-8.6% | $3,264-42.1% | $2,471-23.5% |
| Participant deferral / active EE | $3,357 | $2,939+14.2% | $3,964-15.3% | $3,741-10.3% |
| Admin fee / account holder | $5,733 | $3,978+44.1% | $5,617+2.1% | $5,306+8.0% |