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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 | $104,871 | $64,705+62.1% | $62,929+66.7% | $67,986+54.3% |
| Participation rate | 71.2% | 65.6%+5.6pp | 73.1%-2.0pp | 57.2%+13.9pp |
| Annual return | 16.77% | 20.31%-3.5pp | 1063.93%-1047.2pp | 31.67%-14.9pp |
| Employer contribution / active EE | $3,074 | $2,376+29.4% | $2,505+22.7% | $2,019+52.3% |
| Participant deferral / active EE | $6,315 | $3,198+97.5% | $3,888+62.4% | $3,358+88.1% |
| Admin fee / account holder | $12,718 | $1,428+790.6% | $5,065+151.1% | $3,203+297.0% |