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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 | $82,299 | $77,638+6.0% | $156,551-47.4% | $62,881+30.9% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.6pp | 69.3%+28.3pp |
| Annual return | 6.37% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $6,254 | $3,444+81.6% | $5,501+13.7% | $2,281+174.2% |
| Participant deferral / active EE | $4,239 | $3,046+39.2% | $4,871-13.0% | $3,203+32.3% |
| Admin fee / account holder | $41,543 | $5,561+647.0% | $13,028+218.9% | $4,296+867.1% |