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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 | $58,258+39.7% | $81,820-0.5% | $80,925+0.6% |
| Participation rate | 98.2% | 63.5%+34.8pp | 72.4%+25.9pp | 67.7%+30.6pp |
| Annual return | 20.63% | 41.76%-21.1pp | 777.93%-757.3pp | 35.65%-15.0pp |
| Employer contribution / active EE | $4,801 | $2,345+104.7% | $2,915+64.7% | $2,756+74.2% |
| Participant deferral / active EE | $6,220 | $3,284+89.4% | $4,323+43.9% | $4,299+44.7% |
| Admin fee / account holder | $5,786 | $4,976+16.3% | $7,391-21.7% | $6,940-16.6% |