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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 | $58,258+101.8% | $81,820+43.7% | $80,925+45.3% |
| Participation rate | 84.1% | 63.5%+20.6pp | 72.4%+11.7pp | 67.7%+16.4pp |
| Annual return | 27.08% | 41.76%-14.7pp | 777.93%-750.9pp | 35.65%-8.6pp |
| Employer contribution / active EE | $4,567 | $2,345+94.7% | $2,915+56.7% | $2,756+65.7% |
| Participant deferral / active EE | $8,370 | $3,284+154.9% | $4,323+93.6% | $4,299+94.7% |
| Admin fee / account holder | $6,951 | $4,976+39.7% | $7,391-5.9% | $6,940+0.2% |