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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 | $64,133 | $96,137-33.3% | $135,987-52.8% | $80,911-20.7% |
| Participation rate | 94.6% | 71.2%+23.4pp | 76.4%+18.2pp | 67.6%+26.9pp |
| Annual return | 28.11% | 28.70%-0.6pp | 579.77%-551.7pp | 35.63%-7.5pp |
| Employer contribution / active EE | $7,183 | $3,350+114.4% | $4,214+70.5% | $2,756+160.7% |
| Participant deferral / active EE | $7,652 | $5,706+34.1% | $7,027+8.9% | $4,297+78.1% |
| Admin fee / account holder | $7,452 | $8,236-9.5% | $6,716+11.0% | $6,935+7.5% |