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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 | $49,976+29.8% | $66,674-2.7% | $82,637-21.5% |
| Participation rate | 91.5% | 63.1%+28.5pp | 73.7%+17.9pp | 68.1%+23.5pp |
| Annual return | 35.43% | 39.09%-3.7pp | 321.24%-285.8pp | 53.51%-18.1pp |
| Employer contribution / active EE | $3,397 | $1,988+70.9% | $2,620+29.7% | $2,552+33.1% |
| Participant deferral / active EE | $5,397 | $2,847+89.6% | $4,084+32.1% | $4,126+30.8% |
| Admin fee / account holder | $10,789 | $4,594+134.9% | $5,098+111.6% | $7,339+47.0% |