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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 | $58,311+71.5% | $81,882+22.1% | $80,959+23.5% |
| Participation rate | 91.9% | 63.5%+28.4pp | 72.4%+19.5pp | 67.7%+24.2pp |
| Annual return | 13.64% | 41.85%-28.2pp | 779.47%-765.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $7,259 | $2,347+209.3% | $2,916+148.9% | $2,757+163.3% |
| Participant deferral / active EE | $7,531 | $3,287+129.1% | $4,323+74.2% | $4,300+75.1% |
| Admin fee / account holder | $2,996 | $4,752-37.0% | $7,360-59.3% | $6,925-56.7% |