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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 | $82,606 | $51,638+60.0% | $68,368+20.8% | $82,448+0.2% |
| Participation rate | 92.0% | 63.6%+28.4pp | 73.8%+18.2pp | 68.1%+23.9pp |
| Annual return | 16.32% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $7,443 | $2,047+263.7% | $2,649+181.0% | $2,551+191.8% |
| Participant deferral / active EE | $8,188 | $2,914+181.0% | $4,123+98.6% | $4,139+97.8% |
| Admin fee / account holder | $1,985 | $4,643-57.2% | $5,150-61.5% | $7,234-72.6% |