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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 | $74,081 | $72,071+2.8% | $68,368+8.4% | $137,256-46.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 16.32% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,865 | $4,410+10.3% | $4,123+18.0% | $6,407-24.1% |
| Admin fee / account holder | $1,012 | $5,336-81.0% | $5,150-80.3% | $12,270-91.8% |