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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 | $96,288 | $63,346+52.0% | $92,240+4.4% | $70,126+37.3% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 17.00% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $7,984 | $2,471+223.1% | $3,680+117.0% | $2,343+240.8% |
| Participant deferral / active EE | $2,998 | $2,854+5.1% | $3,897-23.1% | $3,332-10.0% |
| Admin fee / account holder | $14,992 | $3,841+290.4% | $5,194+188.6% | $4,645+222.7% |