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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 | $82,104 | $58,234+41.0% | $81,783+0.4% | $80,874+1.5% |
| Participation rate | 89.7% | 63.4%+26.3pp | 72.4%+17.3pp | 67.6%+22.0pp |
| Annual return | 19.74% | 41.70%-22.0pp | 775.05%-755.3pp | 35.62%-15.9pp |
| Employer contribution / active EE | $4,908 | $2,341+109.6% | $2,913+68.5% | $2,756+78.1% |
| Participant deferral / active EE | $7,947 | $3,283+142.1% | $4,320+83.9% | $4,297+85.0% |
| Admin fee / account holder | $3,099 | $4,982-37.8% | $7,380-58.0% | $6,935-55.3% |