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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 | $73,914 | $70,121+5.4% | $63,803+15.8% | $138,895-46.8% |
| Participation rate | 92.3% | 77.2%+15.1pp | 72.7%+19.6pp | 79.9%+12.4pp |
| Annual return | 13.76% | 946.48%-932.7pp | 543.72%-530.0pp | 145.39%-131.6pp |
| Employer contribution / active EE | $3,903 | $2,882+35.4% | $2,532+54.1% | $4,194-6.9% |
| Participant deferral / active EE | $7,163 | $4,535+57.9% | $3,843+86.4% | $6,396+12.0% |
| Admin fee / account holder | $7,785 | $6,738+15.5% | $5,196+49.8% | $12,562-38.0% |