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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 | $62,586 | $51,638+21.2% | $68,368-8.5% | $82,448-24.1% |
| Participation rate | 72.6% | 63.6%+9.0pp | 73.8%-1.1pp | 68.1%+4.6pp |
| Annual return | 317.60% | 37.53%+280.1pp | 292.57%+25.0pp | 41.64%+276.0pp |
| Employer contribution / active EE | $2,618 | $2,047+27.9% | $2,649-1.2% | $2,551+2.6% |
| Participant deferral / active EE | $5,983 | $2,914+105.4% | $4,123+45.1% | $4,139+44.5% |
| Admin fee / account holder | $9,407 | $4,643+102.6% | $5,150+82.7% | $7,234+30.0% |