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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 | $75,603 | $144,124-47.5% | $117,857-35.9% | $147,585-48.8% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 16.74% | 531.17%-514.4pp | 335.09%-318.3pp | 578.57%-561.8pp |
| Employer contribution / active EE | $10,376 | $4,897+111.9% | $3,786+174.1% | $4,876+112.8% |
| Participant deferral / active EE | $6,880 | $5,316+29.4% | $4,482+53.5% | $5,439+26.5% |
| Admin fee / account holder | $4,897 | $10,886-55.0% | $8,020-38.9% | $10,885-55.0% |