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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 | $73,802 | $49,891+47.9% | $80,607-8.4% | $75,181-1.8% |
| Participation rate | 72.4% | 55.3%+17.1pp | 67.0%+5.4pp | 67.2%+5.2pp |
| Annual return | 19.11% | 34.67%-15.6pp | 936.11%-917.0pp | 160.69%-141.6pp |
| Employer contribution / active EE | $4,383 | $1,698+158.0% | $2,724+60.9% | $2,671+64.1% |
| Participant deferral / active EE | $8,471 | $2,991+183.2% | $4,448+90.5% | $4,126+105.3% |
| Admin fee / account holder | $4,521 | $3,578+26.4% | $5,379-15.9% | $5,650-20.0% |