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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 | $58,258+77.9% | $81,820+26.7% | $80,925+28.1% |
| Participation rate | 89.2% | 63.5%+25.8pp | 72.4%+16.8pp | 67.7%+21.6pp |
| Annual return | 16.17% | 41.76%-25.6pp | 777.93%-761.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $2,903 | $2,345+23.8% | $2,915-0.4% | $2,756+5.3% |
| Participant deferral / active EE | $4,580 | $3,284+39.5% | $4,323+6.0% | $4,299+6.5% |
| Admin fee / account holder | $16,690 | $4,976+235.4% | $7,391+125.8% | $6,940+140.5% |