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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 | $76,800 | $90,614-15.2% | $76,089+0.9% | $145,877-47.4% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.1%+22.2pp | 80.3%+11.0pp |
| Annual return | 10.27% | 623.80%-613.5pp | 360.94%-350.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,730 | $3,324+12.2% | $2,690+38.7% | $4,663-20.0% |
| Participant deferral / active EE | $7,267 | $5,168+40.6% | $4,259+70.6% | $6,691+8.6% |
| Admin fee / account holder | $21,208 | $8,376+153.2% | $6,418+230.5% | $13,402+58.2% |