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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 | $77,205 | $47,479+62.6% | $62,929+22.7% | $82,448-6.4% |
| Participation rate | 73.6% | 66.9%+6.8pp | 73.1%+0.5pp | 68.1%+5.6pp |
| Annual return | 18.40% | 20.34%-1.9pp | 1063.93%-1045.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,168 | $1,885+68.0% | $2,505+26.5% | $2,551+24.2% |
| Participant deferral / active EE | $5,271 | $2,870+83.6% | $3,888+35.6% | $4,139+27.3% |
| Admin fee / account holder | $17,138 | $3,804+350.6% | $5,065+238.4% | $7,234+136.9% |