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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 | $98,578 | $58,234+69.3% | $81,783+20.5% | $80,874+21.9% |
| Participation rate | 85.0% | 63.4%+21.6pp | 72.4%+12.6pp | 67.6%+17.4pp |
| Annual return | 11.46% | 41.70%-30.2pp | 775.05%-763.6pp | 35.62%-24.2pp |
| Employer contribution / active EE | $5,075 | $2,341+116.7% | $2,913+74.2% | $2,756+84.2% |
| Participant deferral / active EE | $5,341 | $3,283+62.7% | $4,320+23.6% | $4,297+24.3% |
| Admin fee / account holder | $4,976 | $4,982-0.1% | $7,380-32.6% | $6,935-28.3% |