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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 | $77,113 | $64,324+19.9% | $118,914-35.2% | $79,856-3.4% |
| Participation rate | 97.1% | 64.9%+32.2pp | 75.4%+21.7pp | 69.6%+27.4pp |
| Annual return | 17.63% | 86.45%-68.8pp | 35.89%-18.3pp | 31.71%-14.1pp |
| Employer contribution / active EE | $6,209 | $1,836+238.1% | $3,264+90.2% | $2,471+151.2% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,471 | $4,040+109.7% | $6,582+28.7% | $5,306+59.6% |