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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 | $117,092 | $68,398+71.2% | $94,664+23.7% | $75,173+55.8% |
| Participation rate | 81.0% | 76.1%+4.9pp | 80.8%+0.1pp | 67.2%+13.7pp |
| Annual return | 21.32% | 616.72%-595.4pp | 156.84%-135.5pp | 160.72%-139.4pp |
| Employer contribution / active EE | $2,409 | $2,701-10.8% | $3,673-34.4% | $2,671-9.8% |
| Participant deferral / active EE | $7,273 | $6,537+11.3% | $7,417-2.0% | $4,126+76.2% |
| Admin fee / account holder | $4,605 | $5,324-13.5% | $7,222-36.2% | $5,651-18.5% |