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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 | $83,851 | $67,823+23.6% | $52,425+59.9% | $137,256-38.9% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 20.91% | 219.11%-198.2pp | 302.12%-281.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,040 | $1,163+75.4% | $914+123.1% | $4,156-50.9% |
| Participant deferral / active EE | $9,750 | $2,288+326.1% | $1,790+444.6% | $6,407+52.2% |
| Admin fee / account holder | $301 | $2,844-89.4% | $2,495-87.9% | $12,270-97.5% |