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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 | $61,133 | $58,275+4.9% | $81,844-25.3% | $80,935-24.5% |
| Participation rate | 83.9% | 63.5%+20.5pp | 72.4%+11.5pp | 67.7%+16.3pp |
| Annual return | 18.93% | 41.82%-22.9pp | 778.87%-759.9pp | 35.66%-16.7pp |
| Employer contribution / active EE | $4,442 | $2,346+89.4% | $2,916+52.3% | $2,757+61.1% |
| Participant deferral / active EE | $9,261 | $3,285+181.9% | $4,323+114.2% | $4,299+115.4% |
| Admin fee / account holder | $1,433 | $4,749-69.8% | $7,355-80.5% | $6,924-79.3% |