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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 | $75,818 | $70,366+7.7% | $66,674+13.7% | $138,895-45.4% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.7%+19.2pp | 79.9%+12.9pp |
| Annual return | 15.03% | 386.41%-371.4pp | 321.24%-306.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,857 | $2,765+3.3% | $2,620+9.0% | $4,194-31.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,734 | $5,262-67.0% | $5,098-66.0% | $12,562-86.2% |