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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 | $74,882 | $209,422-64.2% | $178,503-58.0% | $158,982-52.9% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 14.93% | 188.81%-173.9pp | 151.12%-136.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $5,651 | $5,707-1.0% | $5,011+12.8% | $4,763+18.7% |
| Participant deferral / active EE | $7,333 | $5,955+23.1% | $5,202+41.0% | $5,983+22.6% |
| Admin fee / account holder | $3,079 | $17,079-82.0% | $13,987-78.0% | $11,252-72.6% |