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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 | $80,173 | $64,324+24.6% | $118,914-32.6% | $79,856+0.4% |
| Participation rate | 73.8% | 64.9%+9.0pp | 75.4%-1.6pp | 69.6%+4.2pp |
| Annual return | 16.28% | 86.45%-70.2pp | 35.89%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,547 | $1,836-15.8% | $3,264-52.6% | $2,471-37.4% |
| Participant deferral / active EE | $4,144 | $2,824+46.8% | $4,266-2.9% | $3,741+10.8% |
| Admin fee / account holder | $15,483 | $4,040+283.2% | $6,582+135.2% | $5,306+191.8% |