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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 | $61,136 | $58,311+4.8% | $81,882-25.3% | $80,959-24.5% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.4%+19.9pp | 67.7%+24.6pp |
| Annual return | 26.25% | 41.85%-15.6pp | 779.47%-753.2pp | 35.67%-9.4pp |
| Employer contribution / active EE | $5,357 | $2,347+128.3% | $2,916+83.7% | $2,757+94.3% |
| Participant deferral / active EE | $4,542 | $3,287+38.2% | $4,323+5.1% | $4,300+5.6% |
| Admin fee / account holder | $819 | $4,752-82.8% | $7,360-88.9% | $6,925-88.2% |