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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 | $73,590 | $62,583+17.6% | $76,767-4.1% | $64,173+14.7% |
| Participation rate | 98.7% | 72.8%+25.9pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | 148.89% | -1.95%+150.8pp | 2.43%+146.5pp | 7.63%+141.3pp |
| Employer contribution / active EE | $5,697 | $1,832+210.9% | $2,485+129.2% | $2,381+139.3% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,237 | $4,667-30.6% | $6,675-51.5% | $4,887-33.8% |