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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 | $78,362 | $73,518+6.6% | $63,005+24.4% | $147,585-46.9% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 12.93% | 175.46%-162.5pp | 87.59%-74.7pp | 578.58%-565.7pp |
| Employer contribution / active EE | $5,902 | $3,322+77.6% | $2,760+113.8% | $4,876+21.0% |
| Participant deferral / active EE | $6,055 | $4,183+44.7% | $3,329+81.9% | $5,439+11.3% |
| Admin fee / account holder | $1,454 | $5,952-75.6% | $3,599-59.6% | $10,886-86.6% |