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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 | $81,376 | $58,311+39.6% | $81,882-0.6% | $80,959+0.5% |
| Participation rate | 98.2% | 63.5%+34.8pp | 72.4%+25.9pp | 67.7%+30.6pp |
| Annual return | 20.63% | 41.85%-21.2pp | 779.47%-758.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $4,801 | $2,347+104.6% | $2,916+64.6% | $2,757+74.1% |
| Participant deferral / active EE | $6,220 | $3,287+89.2% | $4,323+43.9% | $4,300+44.6% |
| Admin fee / account holder | $5,786 | $4,752+21.8% | $7,360-21.4% | $6,925-16.5% |