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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 | $78,068 | $70,684+10.4% | $169,390-53.9% | $75,173+3.9% |
| Participation rate | 79.5% | 64.8%+14.7pp | 77.2%+2.3pp | 67.2%+12.3pp |
| Annual return | 29.48% | 36.38%-6.9pp | 406.07%-376.6pp | 160.72%-131.2pp |
| Employer contribution / active EE | $6,376 | $2,211+188.4% | $4,013+58.9% | $2,671+138.7% |
| Participant deferral / active EE | $9,237 | $4,310+114.3% | $6,222+48.4% | $4,126+123.9% |
| Admin fee / account holder | $1,116 | $5,404-79.3% | $9,015-87.6% | $5,651-80.2% |