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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 | $78,911 | $53,128+48.5% | $86,582-8.9% | $70,126+12.5% |
| Participation rate | 78.4% | 65.3%+13.1pp | 73.5%+4.8pp | 69.5%+8.8pp |
| Annual return | 19.58% | 27.66%-8.1pp | 965.08%-945.5pp | 73.15%-53.6pp |
| Employer contribution / active EE | $4,379 | $2,068+111.8% | $2,839+54.2% | $2,343+87.0% |
| Participant deferral / active EE | $4,294 | $2,695+59.3% | $3,609+19.0% | $3,332+28.9% |
| Admin fee / account holder | $1,562 | $3,584-56.4% | $4,904-68.1% | $4,645-66.4% |