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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 | $68,032 | $63,346+7.4% | $92,240-26.2% | $70,126-3.0% |
| Participation rate | 92.2% | 68.7%+23.5pp | 76.5%+15.7pp | 69.5%+22.7pp |
| Annual return | 19.06% | 530.19%-511.1pp | 176.29%-157.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $4,439 | $2,471+79.6% | $3,680+20.6% | $2,343+89.5% |
| Participant deferral / active EE | $1,925 | $2,854-32.5% | $3,897-50.6% | $3,332-42.2% |
| Admin fee / account holder | $5,763 | $3,841+50.1% | $5,194+11.0% | $4,645+24.1% |