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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 | $117,552 | $58,275+101.7% | $81,844+43.6% | $80,935+45.2% |
| Participation rate | 84.1% | 63.5%+20.6pp | 72.4%+11.7pp | 67.7%+16.4pp |
| Annual return | 27.08% | 41.82%-14.7pp | 778.87%-751.8pp | 35.66%-8.6pp |
| Employer contribution / active EE | $4,567 | $2,346+94.7% | $2,916+56.6% | $2,757+65.7% |
| Participant deferral / active EE | $8,370 | $3,285+154.8% | $4,323+93.6% | $4,299+94.7% |
| Admin fee / account holder | $6,951 | $4,749+46.4% | $7,355-5.5% | $6,924+0.4% |