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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 | $90,530-15.2% | $76,030+1.0% | $145,897-47.4% |
| Participation rate | 91.3% | 74.4%+16.9pp | 69.1%+22.2pp | 80.3%+11.0pp |
| Annual return | 10.27% | 625.08%-614.8pp | 361.54%-351.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,730 | $3,319+12.4% | $2,688+38.8% | $4,663-20.0% |
| Participant deferral / active EE | $7,267 | $5,164+40.7% | $4,257+70.7% | $6,689+8.6% |
| Admin fee / account holder | $21,208 | $8,383+153.0% | $6,421+230.3% | $13,390+58.4% |