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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 | $72,622 | $53,128+36.7% | $86,582-16.1% | $70,126+3.6% |
| Participation rate | 74.7% | 65.3%+9.4pp | 73.5%+1.1pp | 69.5%+5.1pp |
| Annual return | 144.54% | 27.66%+116.9pp | 965.08%-820.5pp | 73.15%+71.4pp |
| Employer contribution / active EE | $5,863 | $2,068+183.5% | $2,839+106.5% | $2,343+150.3% |
| Participant deferral / active EE | $5,403 | $2,695+100.5% | $3,609+49.7% | $3,332+62.2% |
| Admin fee / account holder | $2,958 | $3,584-17.5% | $4,904-39.7% | $4,645-36.3% |