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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 | $76,081 | $63,346+20.1% | $92,240-17.5% | $70,126+8.5% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 19.52% | 530.19%-510.7pp | 176.29%-156.8pp | 73.15%-53.6pp |
| Employer contribution / active EE | $5,169 | $2,471+109.2% | $3,680+40.5% | $2,343+120.7% |
| Participant deferral / active EE | $4,239 | $2,854+48.5% | $3,897+8.8% | $3,332+27.2% |
| Admin fee / account holder | $2,477 | $3,841-35.5% | $5,194-52.3% | $4,645-46.7% |