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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 | $60,499 | $63,346-4.5% | $92,240-34.4% | $70,126-13.7% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 17.82% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $4,022 | $2,471+62.8% | $3,680+9.3% | $2,343+71.7% |
| Participant deferral / active EE | $4,429 | $2,854+55.2% | $3,897+13.7% | $3,332+32.9% |
| Admin fee / account holder | $587 | $3,841-84.7% | $5,194-88.7% | $4,645-87.4% |