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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 | $70,911 | $45,900+54.5% | $94,057-24.6% | $64,340+10.2% |
| Participation rate | 94.6% | 50.6%+44.0pp | 73.3%+21.3pp | 55.2%+39.3pp |
| Annual return | 26.99% | 50.47%-23.5pp | 480.62%-453.6pp | 24.14%+2.8pp |
| Employer contribution / active EE | $4,306 | $1,612+167.1% | $2,933+46.8% | $1,862+131.3% |
| Participant deferral / active EE | $11,344 | $2,102+439.6% | $4,709+140.9% | $2,980+280.6% |
| Admin fee / account holder | $6,989 | $3,143+122.3% | $7,244-3.5% | $3,703+88.8% |