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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 | $82,113 | $58,258+40.9% | $81,820+0.4% | $80,925+1.5% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.4%+24.6pp | 67.7%+29.3pp |
| Annual return | 15.28% | 41.76%-26.5pp | 777.93%-762.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $8,933 | $2,345+280.9% | $2,915+206.5% | $2,756+224.1% |
| Participant deferral / active EE | $1,096 | $3,284-66.6% | $4,323-74.7% | $4,299-74.5% |
| Admin fee / account holder | $5,723 | $4,976+15.0% | $7,391-22.6% | $6,940-17.5% |