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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 | $108,083 | $65,434+65.2% | $98,483+9.7% | $85,847+25.9% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.3pp |
| Annual return | 14.59% | 21.75%-7.2pp | 1494.38%-1479.8pp | 318.61%-304.0pp |
| Employer contribution / active EE | $2,606 | $2,169+20.1% | $2,961-12.0% | $2,565+1.6% |
| Participant deferral / active EE | $4,260 | $3,168+34.5% | $4,276-0.4% | $3,952+7.8% |
| Admin fee / account holder | $4,455 | $4,595-3.0% | $5,953-25.2% | $6,261-28.8% |