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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 | $65,164 | $53,127+22.7% | $86,587-24.7% | $70,131-7.1% |
| Participation rate | 91.9% | 65.3%+26.6pp | 73.5%+18.3pp | 69.5%+22.4pp |
| Annual return | 18.38% | 27.66%-9.3pp | 964.86%-946.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $7,196 | $2,068+247.9% | $2,839+153.4% | $2,342+207.2% |
| Participant deferral / active EE | $3,676 | $2,696+36.4% | $3,609+1.9% | $3,332+10.3% |
| Admin fee / account holder | $1,830 | $3,585-48.9% | $4,906-62.7% | $4,645-60.6% |