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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 | $78,821 | $57,541+37.0% | $95,740-17.7% | $75,173+4.9% |
| Participation rate | 92.0% | 62.5%+29.5pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 91.76% | 34.93%+56.8pp | 28.41%+63.4pp | 160.72%-69.0pp |
| Employer contribution / active EE | $7,409 | $1,808+309.9% | $2,836+161.2% | $2,671+177.4% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,196 | $4,099+2.4% | $5,676-26.1% | $5,651-25.7% |