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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 | $77,979 | $77,157+1.1% | $108,405-28.1% | $85,851-9.2% |
| Participation rate | 93.8% | 74.7%+19.1pp | 80.1%+13.6pp | 69.3%+24.4pp |
| Annual return | 17.83% | 44.55%-26.7pp | 905.55%-887.7pp | 318.63%-300.8pp |
| Employer contribution / active EE | $10,009 | $2,379+320.7% | $3,559+181.2% | $2,565+290.2% |
| Participant deferral / active EE | $8,744 | $5,567+57.1% | $6,563+33.2% | $3,952+121.2% |
| Admin fee / account holder | $7,772 | $5,174+50.2% | $7,297+6.5% | $6,261+24.1% |