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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 | $71,804 | $72,071-0.4% | $68,368+5.0% | $137,256-47.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.58% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,129 | $2,788-23.6% | $2,649-19.6% | $4,156-48.8% |
| Participant deferral / active EE | $5,513 | $4,410+25.0% | $4,123+33.7% | $6,407-14.0% |
| Admin fee / account holder | $1,722 | $5,336-67.7% | $5,150-66.6% | $12,270-86.0% |