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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 | $64,199 | $51,638+24.3% | $68,368-6.1% | $82,448-22.1% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 20.92% | 37.53%-16.6pp | 292.57%-271.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $4,531 | $2,047+121.4% | $2,649+71.1% | $2,551+77.6% |
| Participant deferral / active EE | $5,982 | $2,914+105.3% | $4,123+45.1% | $4,139+44.5% |
| Admin fee / account holder | $2,400 | $4,643-48.3% | $5,150-53.4% | $7,234-66.8% |