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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 | $64,508 | $58,311+10.6% | $81,882-21.2% | $80,959-20.3% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 15.84% | 41.85%-26.0pp | 779.47%-763.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $6,952 | $2,347+196.3% | $2,916+138.4% | $2,757+152.1% |
| Participant deferral / active EE | $8,641 | $3,287+162.9% | $4,323+99.9% | $4,300+100.9% |
| Admin fee / account holder | $7,396 | $4,752+55.6% | $7,360+0.5% | $6,925+6.8% |