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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 | $58,275+36.2% | $81,844-3.1% | $80,935-2.0% |
| Participation rate | 85.2% | 63.5%+21.8pp | 72.4%+12.9pp | 67.7%+17.6pp |
| Annual return | 13.20% | 41.82%-28.6pp | 778.87%-765.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $5,434 | $2,346+131.7% | $2,916+86.3% | $2,757+97.1% |
| Participant deferral / active EE | $5,233 | $3,285+59.3% | $4,323+21.0% | $4,299+21.7% |
| Admin fee / account holder | $1,544 | $4,749-67.5% | $7,355-79.0% | $6,924-77.7% |