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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 | $89,350 | $58,311+53.2% | $81,882+9.1% | $80,959+10.4% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.4%+22.1pp | 67.7%+26.8pp |
| Annual return | 12.19% | 41.85%-29.7pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $5,471 | $2,347+133.1% | $2,916+87.6% | $2,757+98.4% |
| Participant deferral / active EE | $8,531 | $3,287+159.5% | $4,323+97.3% | $4,300+98.4% |
| Admin fee / account holder | $4,361 | $4,752-8.2% | $7,360-40.7% | $6,925-37.0% |