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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 | $74,006 | $68,398+8.2% | $94,664-21.8% | $75,173-1.6% |
| Participation rate | 83.1% | 76.1%+7.0pp | 80.8%+2.2pp | 67.2%+15.8pp |
| Annual return | 18.39% | 616.72%-598.3pp | 156.84%-138.5pp | 160.72%-142.3pp |
| Employer contribution / active EE | $6,841 | $2,701+153.3% | $3,673+86.3% | $2,671+156.1% |
| Participant deferral / active EE | $13,682 | $6,537+109.3% | $7,417+84.5% | $4,126+231.6% |
| Admin fee / account holder | $24,012 | $5,324+351.0% | $7,222+232.5% | $5,651+324.9% |