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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 | $58,275+77.9% | $81,844+26.6% | $80,935+28.1% |
| Participation rate | 89.2% | 63.5%+25.8pp | 72.4%+16.8pp | 67.7%+21.6pp |
| Annual return | 16.17% | 41.82%-25.6pp | 778.87%-762.7pp | 35.66%-19.5pp |
| Employer contribution / active EE | $2,903 | $2,346+23.8% | $2,916-0.4% | $2,757+5.3% |
| Participant deferral / active EE | $4,580 | $3,285+39.4% | $4,323+5.9% | $4,299+6.5% |
| Admin fee / account holder | $16,690 | $4,749+251.5% | $7,355+126.9% | $6,924+141.0% |