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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 | $91,562 | $63,342+44.6% | $92,236-0.7% | $70,131+30.6% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 16.17% | 530.15%-514.0pp | 176.29%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $9,165 | $2,471+270.9% | $3,679+149.1% | $2,342+291.3% |
| Participant deferral / active EE | $3,358 | $2,854+17.7% | $3,897-13.8% | $3,332+0.8% |
| Admin fee / account holder | $8,279 | $3,840+115.6% | $5,194+59.4% | $4,645+78.2% |