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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 | $76,148 | $58,311+30.6% | $81,882-7.0% | $80,959-5.9% |
| Participation rate | 93.7% | 63.5%+30.2pp | 72.4%+21.3pp | 67.7%+26.0pp |
| Annual return | 13.58% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,225 | $2,347+122.7% | $2,916+79.2% | $2,757+89.5% |
| Participant deferral / active EE | $5,151 | $3,287+56.7% | $4,323+19.1% | $4,300+19.8% |
| Admin fee / account holder | $15,461 | $4,752+225.4% | $7,360+110.1% | $6,925+123.3% |