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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 | $75,606 | $58,234+29.8% | $81,783-7.6% | $80,874-6.5% |
| Participation rate | 92.2% | 63.4%+28.8pp | 72.4%+19.9pp | 67.6%+24.6pp |
| Annual return | 17.85% | 41.70%-23.9pp | 775.05%-757.2pp | 35.62%-17.8pp |
| Employer contribution / active EE | $4,737 | $2,341+102.3% | $2,913+62.6% | $2,756+71.9% |
| Participant deferral / active EE | $5,965 | $3,283+81.7% | $4,320+38.1% | $4,297+38.8% |
| Admin fee / account holder | $3,474 | $4,982-30.3% | $7,380-52.9% | $6,935-49.9% |