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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 | $83,775 | $58,258+43.8% | $81,820+2.4% | $80,925+3.5% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | 18.77% | 41.76%-23.0pp | 777.93%-759.2pp | 35.65%-16.9pp |
| Employer contribution / active EE | $2,633 | $2,345+12.3% | $2,915-9.7% | $2,756-4.5% |
| Participant deferral / active EE | $7,659 | $3,284+133.2% | $4,323+77.2% | $4,299+78.2% |
| Admin fee / account holder | $16,602 | $4,976+233.6% | $7,391+124.6% | $6,940+139.2% |