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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 | $96,045 | $72,071+33.3% | $68,368+40.5% | $137,256-30.0% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 15.99% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,294 | $2,788+18.1% | $2,649+24.3% | $4,156-20.7% |
| Participant deferral / active EE | $4,860 | $4,410+10.2% | $4,123+17.9% | $6,407-24.1% |
| Admin fee / account holder | $6,668 | $5,336+25.0% | $5,150+29.5% | $12,270-45.7% |