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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 | $73,849 | $63,346+16.6% | $92,240-19.9% | $70,126+5.3% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 16.05% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,922 | $2,471+58.7% | $3,680+6.6% | $2,343+67.4% |
| Participant deferral / active EE | $2,960 | $2,854+3.7% | $3,897-24.0% | $3,332-11.2% |
| Admin fee / account holder | $557 | $3,841-85.5% | $5,194-89.3% | $4,645-88.0% |