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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 | $77,627 | $72,071+7.7% | $68,368+13.5% | $137,256-43.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.72% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,109 | $2,788+11.5% | $2,649+17.4% | $4,156-25.2% |
| Participant deferral / active EE | $6,348 | $4,410+43.9% | $4,123+54.0% | $6,407-0.9% |
| Admin fee / account holder | $1,892 | $5,336-64.5% | $5,150-63.3% | $12,270-84.6% |