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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 | $74,942 | $58,311+28.5% | $81,882-8.5% | $80,959-7.4% |
| Participation rate | 90.3% | 63.5%+26.8pp | 72.4%+17.9pp | 67.7%+22.7pp |
| Annual return | 16.20% | 41.85%-25.6pp | 779.47%-763.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $8,877 | $2,347+278.3% | $2,916+204.4% | $2,757+222.0% |
| Participant deferral / active EE | $6,534 | $3,287+98.8% | $4,323+51.1% | $4,300+51.9% |
| Admin fee / account holder | $2,208 | $4,752-53.5% | $7,360-70.0% | $6,925-68.1% |