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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 | $74,660 | $58,234+28.2% | $81,783-8.7% | $80,874-7.7% |
| Participation rate | 84.2% | 63.4%+20.8pp | 72.4%+11.9pp | 67.6%+16.6pp |
| Annual return | 12.34% | 41.70%-29.4pp | 775.05%-762.7pp | 35.62%-23.3pp |
| Employer contribution / active EE | $4,209 | $2,341+79.8% | $2,913+44.5% | $2,756+52.7% |
| Participant deferral / active EE | $8,583 | $3,283+161.4% | $4,320+98.7% | $4,297+99.7% |
| Admin fee / account holder | $9,240 | $4,982+85.5% | $7,380+25.2% | $6,935+33.2% |