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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 | $79,341 | $58,258+36.2% | $81,820-3.0% | $80,925-2.0% |
| Participation rate | 85.2% | 63.5%+21.8pp | 72.4%+12.9pp | 67.7%+17.6pp |
| Annual return | 13.20% | 41.76%-28.6pp | 777.93%-764.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,434 | $2,345+131.7% | $2,915+86.4% | $2,756+97.2% |
| Participant deferral / active EE | $5,233 | $3,284+59.4% | $4,323+21.1% | $4,299+21.7% |
| Admin fee / account holder | $1,544 | $4,976-69.0% | $7,391-79.1% | $6,940-77.8% |