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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 | $72,122 | $69,444+3.9% | $92,985-22.4% | $87,485-17.6% |
| Participation rate | 90.9% | 63.3%+27.6pp | 69.5%+21.4pp | 68.9%+22.0pp |
| Annual return | 202.07% | 23.85%+178.2pp | 27.99%+174.1pp | 26.06%+176.0pp |
| Employer contribution / active EE | $3,205 | $1,917+67.2% | $2,662+20.4% | $2,596+23.5% |
| Participant deferral / active EE | $5,274 | $3,364+56.8% | $4,377+20.5% | $4,274+23.4% |
| Admin fee / account holder | $1,877 | $6,137-69.4% | $9,463-80.2% | $7,775-75.9% |