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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 | $100,012 | $58,234+71.7% | $81,783+22.3% | $80,874+23.7% |
| Participation rate | 91.9% | 63.4%+28.5pp | 72.4%+19.5pp | 67.6%+24.2pp |
| Annual return | 13.64% | 41.70%-28.1pp | 775.05%-761.4pp | 35.62%-22.0pp |
| Employer contribution / active EE | $7,259 | $2,341+210.0% | $2,913+149.2% | $2,756+163.4% |
| Participant deferral / active EE | $7,531 | $3,283+129.4% | $4,320+74.3% | $4,297+75.3% |
| Admin fee / account holder | $2,996 | $4,982-39.9% | $7,380-59.4% | $6,935-56.8% |