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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 | $68,274 | $65,434+4.3% | $98,483-30.7% | $85,847-20.5% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.3%+26.8pp |
| Annual return | 30.88% | 21.75%+9.1pp | 1494.38%-1463.5pp | 318.61%-287.7pp |
| Employer contribution / active EE | $2,679 | $2,169+23.5% | $2,961-9.5% | $2,565+4.4% |
| Participant deferral / active EE | $3,174 | $3,168+0.2% | $4,276-25.8% | $3,952-19.7% |
| Admin fee / account holder | $2,346 | $4,595-48.9% | $5,953-60.6% | $6,261-62.5% |