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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 | $68,279 | $90,530-24.6% | $76,030-10.2% | $145,897-53.2% |
| Participation rate | 88.9% | 74.4%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 18.44% | 625.08%-606.6pp | 361.54%-343.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $4,454 | $3,319+34.2% | $2,688+65.7% | $4,663-4.5% |
| Participant deferral / active EE | $7,294 | $5,164+41.2% | $4,257+71.3% | $6,689+9.0% |
| Admin fee / account holder | $2,281 | $8,383-72.8% | $6,421-64.5% | $13,390-83.0% |