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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 | $76,707 | $77,908-1.5% | $149,696-48.8% | $75,173+2.0% |
| Participation rate | 80.9% | 65.6%+15.3pp | 78.8%+2.1pp | 67.2%+13.7pp |
| Annual return | 62.24% | 31.73%+30.5pp | 134.46%-72.2pp | 160.72%-98.5pp |
| Employer contribution / active EE | $7,856 | $3,138+150.4% | $4,821+63.0% | $2,671+194.1% |
| Participant deferral / active EE | $13,205 | $3,411+287.1% | $5,682+132.4% | $4,126+220.0% |
| Admin fee / account holder | $5,901 | $5,950-0.8% | $13,212-55.3% | $5,651+4.4% |