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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 | $58,234+101.9% | $81,783+43.7% | $80,874+45.4% |
| Participation rate | 84.1% | 63.4%+20.7pp | 72.4%+11.7pp | 67.6%+16.4pp |
| Annual return | 27.08% | 41.70%-14.6pp | 775.05%-748.0pp | 35.62%-8.5pp |
| Employer contribution / active EE | $4,567 | $2,341+95.0% | $2,913+56.8% | $2,756+65.7% |
| Participant deferral / active EE | $8,370 | $3,283+155.0% | $4,320+93.7% | $4,297+94.8% |
| Admin fee / account holder | $6,951 | $4,982+39.5% | $7,380-5.8% | $6,935+0.2% |