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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 | $58,311+28.0% | $81,882-8.8% | $80,959-7.8% |
| Participation rate | 84.2% | 63.5%+20.7pp | 72.4%+11.8pp | 67.7%+16.5pp |
| Annual return | 12.34% | 41.85%-29.5pp | 779.47%-767.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,209 | $2,347+79.4% | $2,916+44.3% | $2,757+52.6% |
| Participant deferral / active EE | $8,583 | $3,287+161.1% | $4,323+98.5% | $4,300+99.6% |
| Admin fee / account holder | $9,240 | $4,752+94.5% | $7,360+25.6% | $6,925+33.4% |