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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 | $72,834 | $63,346+15.0% | $92,239-21.0% | $70,124+3.9% |
| Participation rate | 78.7% | 68.7%+10.0pp | 76.5%+2.2pp | 69.5%+9.1pp |
| Annual return | 13.29% | 530.19%-516.9pp | 176.29%-163.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $10,217 | $2,471+313.4% | $3,680+177.7% | $2,342+336.2% |
| Participant deferral / active EE | $3,614 | $2,854+26.6% | $3,897-7.3% | $3,332+8.5% |
| Admin fee / account holder | $3,582 | $3,841-6.7% | $5,194-31.0% | $4,645-22.9% |