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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 | $82,061 | $123,982-33.8% | $69,701+17.7% | $145,959-43.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.4%+19.3pp | 80.3%+5.4pp |
| Annual return | 22.45% | 191.01%-168.6pp | 100.32%-77.9pp | 561.95%-539.5pp |
| Employer contribution / active EE | $7,623 | $2,681+184.3% | $1,713+344.9% | $4,661+63.6% |
| Participant deferral / active EE | $4,488 | $4,236+6.0% | $2,887+55.5% | $6,689-32.9% |
| Admin fee / account holder | $1,366 | $7,867-82.6% | $4,717-71.0% | $13,398-89.8% |