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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 | $67,657 | $49,897+35.6% | $80,648-16.1% | $75,177-10.0% |
| Participation rate | 71.8% | 55.3%+16.5pp | 67.0%+4.8pp | 67.2%+4.6pp |
| Annual return | 18.26% | 34.68%-16.4pp | 937.21%-919.0pp | 160.75%-142.5pp |
| Employer contribution / active EE | $2,370 | $1,699+39.5% | $2,724-13.0% | $2,671-11.3% |
| Participant deferral / active EE | $6,563 | $2,992+119.4% | $4,443+47.7% | $4,126+59.0% |
| Admin fee / account holder | $8,031 | $3,579+124.4% | $5,382+49.2% | $5,651+42.1% |