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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 | $58,234+53.4% | $81,783+9.3% | $80,874+10.5% |
| Participation rate | 94.4% | 63.4%+31.0pp | 72.4%+22.1pp | 67.6%+26.8pp |
| Annual return | 12.19% | 41.70%-29.5pp | 775.05%-762.9pp | 35.62%-23.4pp |
| Employer contribution / active EE | $5,471 | $2,341+133.7% | $2,913+87.8% | $2,756+98.5% |
| Participant deferral / active EE | $8,531 | $3,283+159.9% | $4,320+97.4% | $4,297+98.5% |
| Admin fee / account holder | $4,361 | $4,982-12.5% | $7,380-40.9% | $6,935-37.1% |