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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 | $70,932 | $72,071-1.6% | $68,368+3.8% | $137,256-48.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.74% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,243 | $2,788+16.3% | $2,649+22.4% | $4,156-22.0% |
| Participant deferral / active EE | $1,690 | $4,410-61.7% | $4,123-59.0% | $6,407-73.6% |
| Admin fee / account holder | $1,255 | $5,336-76.5% | $5,150-75.6% | $12,270-89.8% |