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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 | $144,821 | $102,595+41.2% | $94,057+54.0% | $154,746-6.4% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 13.87% | 583.42%-569.5pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,886 | $3,147-40.1% | $2,933-35.7% | $4,379-56.9% |
| Participant deferral / active EE | $7,970 | $5,118+55.7% | $4,709+69.2% | $6,730+18.4% |
| Admin fee / account holder | $6,426 | $7,736-16.9% | $7,244-11.3% | $14,365-55.3% |