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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 | $81,214 | $58,258+39.4% | $81,820-0.7% | $80,925+0.4% |
| Participation rate | 79.4% | 63.5%+15.9pp | 72.4%+7.0pp | 67.7%+11.8pp |
| Annual return | 24.74% | 41.76%-17.0pp | 777.93%-753.2pp | 35.65%-10.9pp |
| Employer contribution / active EE | $3,927 | $2,345+67.4% | $2,915+34.7% | $2,756+42.5% |
| Participant deferral / active EE | $7,623 | $3,284+132.1% | $4,323+76.3% | $4,299+77.3% |
| Admin fee / account holder | $8,014 | $4,976+61.0% | $7,391+8.4% | $6,940+15.5% |