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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 | $64,188 | $104,907-38.8% | $84,610-24.1% | $152,870-58.0% |
| Participation rate | 95.2% | 74.8%+20.4pp | 68.2%+27.0pp | 82.4%+12.8pp |
| Annual return | 26.01% | 373.79%-347.8pp | 258.74%-232.7pp | 345.34%-319.3pp |
| Employer contribution / active EE | $5,084 | $3,301+54.0% | $2,652+91.7% | $4,763+6.7% |
| Participant deferral / active EE | $7,678 | $4,688+63.8% | $3,899+96.9% | $5,850+31.2% |
| Admin fee / account holder | $10,340 | $6,241+65.7% | $4,912+110.5% | $11,597-10.8% |