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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 | $58,258+28.6% | $81,820-8.4% | $80,925-7.4% |
| Participation rate | 90.3% | 63.5%+26.9pp | 72.4%+17.9pp | 67.7%+22.7pp |
| Annual return | 16.20% | 41.76%-25.6pp | 777.93%-761.7pp | 35.65%-19.4pp |
| Employer contribution / active EE | $8,877 | $2,345+278.5% | $2,915+204.5% | $2,756+222.1% |
| Participant deferral / active EE | $6,534 | $3,284+99.0% | $4,323+51.2% | $4,299+52.0% |
| Admin fee / account holder | $2,208 | $4,976-55.6% | $7,391-70.1% | $6,940-68.2% |