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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 | $76,738 | $144,124-46.8% | $117,857-34.9% | $147,585-48.0% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 41.65% | 531.17%-489.5pp | 335.09%-293.4pp | 578.57%-536.9pp |
| Employer contribution / active EE | $3,918 | $4,897-20.0% | $3,786+3.5% | $4,876-19.7% |
| Participant deferral / active EE | $6,882 | $5,316+29.5% | $4,482+53.6% | $5,439+26.5% |
| Admin fee / account holder | $985 | $10,886-91.0% | $8,020-87.7% | $10,885-91.0% |