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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 | $103,514 | $58,258+77.7% | $81,820+26.5% | $80,925+27.9% |
| Participation rate | 91.3% | 63.5%+27.8pp | 72.4%+18.9pp | 67.7%+23.6pp |
| Annual return | 15.13% | 41.76%-26.6pp | 777.93%-762.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $5,405 | $2,345+130.5% | $2,915+85.4% | $2,756+96.1% |
| Participant deferral / active EE | $8,292 | $3,284+152.5% | $4,323+91.8% | $4,299+92.9% |
| Admin fee / account holder | $4,769 | $4,976-4.2% | $7,391-35.5% | $6,940-31.3% |