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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 | $103,649 | $58,234+78.0% | $81,783+26.7% | $80,874+28.2% |
| Participation rate | 89.2% | 63.4%+25.8pp | 72.4%+16.9pp | 67.6%+21.6pp |
| Annual return | 16.17% | 41.70%-25.5pp | 775.05%-758.9pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,903 | $2,341+24.0% | $2,913-0.3% | $2,756+5.4% |
| Participant deferral / active EE | $4,580 | $3,283+39.5% | $4,320+6.0% | $4,297+6.6% |
| Admin fee / account holder | $16,690 | $4,982+235.0% | $7,380+126.2% | $6,935+140.7% |