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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 | $103,839 | $60,128+72.7% | $90,440+14.8% | $79,852+30.0% |
| Participation rate | 72.1% | 65.0%+7.1pp | 72.7%-0.6pp | 69.6%+2.5pp |
| Annual return | 16.10% | 71.95%-55.8pp | 1294.38%-1278.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,671 | $2,068+29.1% | $3,263-18.2% | $2,471+8.1% |
| Participant deferral / active EE | $6,312 | $2,939+114.8% | $3,964+59.3% | $3,740+68.8% |
| Admin fee / account holder | $5,384 | $3,977+35.4% | $5,615-4.1% | $5,306+1.5% |