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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 | $79,313 | $49,976+58.7% | $66,674+19.0% | $82,637-4.0% |
| Participation rate | 88.0% | 63.1%+24.9pp | 73.7%+14.3pp | 68.1%+19.9pp |
| Annual return | 16.61% | 39.09%-22.5pp | 321.24%-304.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $8,607 | $1,988+332.9% | $2,620+228.5% | $2,552+237.2% |
| Participant deferral / active EE | $10,146 | $2,847+256.4% | $4,084+148.4% | $4,126+145.9% |
| Admin fee / account holder | $15,168 | $4,594+230.2% | $5,098+197.5% | $7,339+106.7% |