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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 | $57,597 | $53,128+8.4% | $86,581-33.5% | $70,124-17.9% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.8pp | 69.5%+26.8pp |
| Annual return | 17.08% | 27.66%-10.6pp | 965.06%-948.0pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,726 | $2,068+31.8% | $2,840-4.0% | $2,342+16.4% |
| Participant deferral / active EE | $7,745 | $2,695+187.4% | $3,609+114.6% | $3,332+132.5% |
| Admin fee / account holder | $9,901 | $3,584+176.3% | $4,904+101.9% | $4,645+113.1% |