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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 | $58,275+39.6% | $81,844-0.6% | $80,935+0.5% |
| Participation rate | 98.2% | 63.5%+34.8pp | 72.4%+25.9pp | 67.7%+30.6pp |
| Annual return | 20.63% | 41.82%-21.2pp | 778.87%-758.2pp | 35.66%-15.0pp |
| Employer contribution / active EE | $4,801 | $2,346+104.7% | $2,916+64.6% | $2,757+74.2% |
| Participant deferral / active EE | $6,220 | $3,285+89.3% | $4,323+43.9% | $4,299+44.7% |
| Admin fee / account holder | $5,786 | $4,749+21.8% | $7,355-21.3% | $6,924-16.4% |