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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 | $98,086 | $61,125+60.5% | $94,057+4.3% | $87,485+12.1% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.3%+10.7pp | 68.9%+15.1pp |
| Annual return | 13.21% | 35.20%-22.0pp | 480.62%-467.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $3,628 | $2,136+69.8% | $2,933+23.7% | $2,596+39.7% |
| Participant deferral / active EE | $5,279 | $3,260+61.9% | $4,709+12.1% | $4,274+23.5% |
| Admin fee / account holder | $7,908 | $5,629+40.5% | $7,244+9.2% | $7,775+1.7% |