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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 | $82,848 | $58,258+42.2% | $81,820+1.3% | $80,925+2.4% |
| Participation rate | 71.4% | 63.5%+8.0pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 16.66% | 41.76%-25.1pp | 777.93%-761.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $5,276 | $2,345+124.9% | $2,915+81.0% | $2,756+91.4% |
| Participant deferral / active EE | $958 | $3,284-70.8% | $4,323-77.8% | $4,299-77.7% |
| Admin fee / account holder | $5,628 | $4,976+13.1% | $7,391-23.8% | $6,940-18.9% |