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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 | $110,381 | $90,606+21.8% | $79,466+38.9% | $135,379-18.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 17.52% | 977.69%-960.2pp | 718.28%-700.8pp | 519.79%-502.3pp |
| Employer contribution / active EE | $1,525 | $3,068-50.3% | $2,800-45.5% | $4,779-68.1% |
| Participant deferral / active EE | $2,511 | $4,050-38.0% | $3,704-32.2% | $5,609-55.2% |
| Admin fee / account holder | $17,288 | $5,895+193.3% | $5,104+238.7% | $10,828+59.7% |