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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 | $83,497 | $49,896+67.3% | $80,627+3.6% | $75,173+11.1% |
| Participation rate | 94.4% | 55.3%+39.0pp | 67.0%+27.4pp | 67.2%+27.2pp |
| Annual return | 26.09% | 34.67%-8.6pp | 936.76%-910.7pp | 160.72%-134.6pp |
| Employer contribution / active EE | $1,994 | $1,699+17.4% | $2,723-26.7% | $2,671-25.3% |
| Participant deferral / active EE | $7,633 | $2,992+155.1% | $4,443+71.8% | $4,126+85.0% |
| Admin fee / account holder | $9,075 | $3,578+153.6% | $5,381+68.7% | $5,651+60.6% |