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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 | $58,258+53.4% | $81,820+9.2% | $80,925+10.4% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.4%+22.1pp | 67.7%+26.8pp |
| Annual return | 12.19% | 41.76%-29.6pp | 777.93%-765.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $5,471 | $2,345+133.3% | $2,915+87.7% | $2,756+98.5% |
| Participant deferral / active EE | $8,531 | $3,284+159.8% | $4,323+97.3% | $4,299+98.4% |
| Admin fee / account holder | $4,361 | $4,976-12.4% | $7,391-41.0% | $6,940-37.2% |