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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 | $71,058 | $53,128+33.7% | $86,582-17.9% | $70,126+1.3% |
| Participation rate | 91.5% | 65.3%+26.2pp | 73.5%+17.9pp | 69.5%+21.9pp |
| Annual return | 23.22% | 27.66%-4.4pp | 965.08%-941.9pp | 73.15%-49.9pp |
| Employer contribution / active EE | $6,736 | $2,068+225.7% | $2,839+137.2% | $2,343+187.6% |
| Participant deferral / active EE | $8,731 | $2,695+224.0% | $3,609+142.0% | $3,332+162.1% |
| Admin fee / account holder | $6,667 | $3,584+86.0% | $4,904+35.9% | $4,645+43.5% |