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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 | $88,466 | $58,275+51.8% | $81,844+8.1% | $80,935+9.3% |
| Participation rate | 80.8% | 63.5%+17.3pp | 72.4%+8.4pp | 67.7%+13.1pp |
| Annual return | 12.82% | 41.82%-29.0pp | 778.87%-766.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $5,716 | $2,346+143.7% | $2,916+96.0% | $2,757+107.4% |
| Participant deferral / active EE | $10,708 | $3,285+225.9% | $4,323+147.7% | $4,299+149.1% |
| Admin fee / account holder | $27,878 | $4,749+487.1% | $7,355+279.0% | $6,924+302.6% |