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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 | $74,198 | $77,416-4.2% | $69,464+6.8% | $152,897-51.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 8.06% | 39.08%-31.0pp | 28.98%-20.9pp | 345.43%-337.4pp |
| Employer contribution / active EE | $5,262 | $3,315+58.8% | $2,779+89.3% | $4,764+10.5% |
| Participant deferral / active EE | $4,129 | $4,413-6.4% | $3,536+16.8% | $5,851-29.4% |
| Admin fee / account holder | $15,631 | $6,208+151.8% | $3,840+307.0% | $11,599+34.8% |