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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 | $73,026 | $68,394+6.8% | $94,672-22.9% | $75,177-2.9% |
| Participation rate | 86.2% | 76.1%+10.1pp | 80.8%+5.4pp | 67.2%+19.0pp |
| Annual return | 17.55% | 616.92%-599.4pp | 156.89%-139.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $3,761 | $2,701+39.3% | $3,673+2.4% | $2,671+40.8% |
| Participant deferral / active EE | $7,745 | $6,536+18.5% | $7,417+4.4% | $4,126+87.7% |
| Admin fee / account holder | $342 | $5,326-93.6% | $7,222-95.3% | $5,651-93.9% |