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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 | $72,878 | $72,071+1.1% | $68,368+6.6% | $137,256-46.9% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 19.28% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $7,029 | $2,788+152.1% | $2,649+165.4% | $4,156+69.1% |
| Participant deferral / active EE | $2,865 | $4,410-35.0% | $4,123-30.5% | $6,407-55.3% |
| Admin fee / account holder | $403 | $5,336-92.4% | $5,150-92.2% | $12,270-96.7% |