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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 | $61,684 | $63,346-2.6% | $92,240-33.1% | $70,126-12.0% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 18.12% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $7,989 | $2,471+223.3% | $3,680+117.1% | $2,343+241.1% |
| Participant deferral / active EE | $6,510 | $2,854+128.1% | $3,897+67.1% | $3,332+95.4% |
| Admin fee / account holder | $1,794 | $3,841-53.3% | $5,194-65.5% | $4,645-61.4% |