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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 | $56,415 | $53,128+6.2% | $86,582-34.8% | $70,126-19.6% |
| Participation rate | 86.3% | 65.3%+21.0pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 20.31% | 27.66%-7.4pp | 965.08%-944.8pp | 73.15%-52.8pp |
| Employer contribution / active EE | $6,900 | $2,068+233.7% | $2,839+143.0% | $2,343+194.6% |
| Participant deferral / active EE | $8,312 | $2,695+208.4% | $3,609+130.3% | $3,332+149.5% |
| Admin fee / account holder | $4,769 | $3,584+33.1% | $4,904-2.8% | $4,645+2.7% |