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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 | $85,564 | $72,071+18.7% | $68,368+25.2% | $137,256-37.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 17.36% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,584 | $2,788+28.6% | $2,649+35.3% | $4,156-13.8% |
| Participant deferral / active EE | $3,287 | $4,410-25.5% | $4,123-20.3% | $6,407-48.7% |
| Admin fee / account holder | $7,084 | $5,336+32.8% | $5,150+37.6% | $12,270-42.3% |