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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 | $93,435 | $102,595-8.9% | $94,057-0.7% | $154,746-39.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 14.73% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,190 | $3,147+1.4% | $2,933+8.7% | $4,379-27.2% |
| Participant deferral / active EE | $6,630 | $5,118+29.5% | $4,709+40.8% | $6,730-1.5% |
| Admin fee / account holder | $1,334 | $7,736-82.8% | $7,244-81.6% | $14,365-90.7% |