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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 | $78,079 | $70,366+11.0% | $66,674+17.1% | $138,895-43.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 27.18% | 386.41%-359.2pp | 321.24%-294.1pp | 145.39%-118.2pp |
| Employer contribution / active EE | $5,888 | $2,765+113.0% | $2,620+124.7% | $4,194+40.4% |
| Participant deferral / active EE | $4,287 | $4,374-2.0% | $4,084+5.0% | $6,396-33.0% |
| Admin fee / account holder | $799 | $5,262-84.8% | $5,098-84.3% | $12,562-93.6% |