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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 | $84,064 | $58,275+44.3% | $81,844+2.7% | $80,935+3.9% |
| Participation rate | 97.8% | 63.5%+34.3pp | 72.4%+25.4pp | 67.7%+30.1pp |
| Annual return | 14.39% | 41.82%-27.4pp | 778.87%-764.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,806 | $2,346-23.0% | $2,916-38.1% | $2,757-34.5% |
| Participant deferral / active EE | $4,010 | $3,285+22.1% | $4,323-7.3% | $4,299-6.7% |
| Admin fee / account holder | $5,570 | $4,749+17.3% | $7,355-24.3% | $6,924-19.6% |