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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 | $64,855 | $51,638+25.6% | $68,368-5.1% | $82,448-21.3% |
| Participation rate | 91.5% | 63.6%+27.9pp | 73.8%+17.8pp | 68.1%+23.5pp |
| Annual return | 35.43% | 37.53%-2.1pp | 292.57%-257.1pp | 41.64%-6.2pp |
| Employer contribution / active EE | $3,397 | $2,047+66.0% | $2,649+28.3% | $2,551+33.2% |
| Participant deferral / active EE | $5,397 | $2,914+85.2% | $4,123+30.9% | $4,139+30.4% |
| Admin fee / account holder | $10,789 | $4,643+132.3% | $5,150+109.5% | $7,234+49.1% |