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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 | $84,710 | $61,125+38.6% | $94,057-9.9% | $87,485-3.2% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.3%+19.5pp | 68.9%+23.9pp |
| Annual return | 13.32% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.7pp |
| Employer contribution / active EE | $4,829 | $2,136+126.0% | $2,933+64.6% | $2,596+86.0% |
| Participant deferral / active EE | $6,166 | $3,260+89.1% | $4,709+30.9% | $4,274+44.3% |
| Admin fee / account holder | $3,925 | $5,629-30.3% | $7,244-45.8% | $7,775-49.5% |