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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 | $68,335 | $70,366-2.9% | $66,674+2.5% | $138,895-50.8% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.7%+18.0pp | 79.9%+11.7pp |
| Annual return | 19.60% | 386.41%-366.8pp | 321.24%-301.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $3,099 | $2,765+12.1% | $2,620+18.3% | $4,194-26.1% |
| Participant deferral / active EE | $5,614 | $4,374+28.4% | $4,084+37.5% | $6,396-12.2% |
| Admin fee / account holder | $1,816 | $5,262-65.5% | $5,098-64.4% | $12,562-85.5% |