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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 | $75,025 | $56,197+33.5% | $67,652+10.9% | $59,633+25.8% |
| Participation rate | 75.8% | 71.5%+4.3pp | 75.7%+0.1pp | 68.7%+7.1pp |
| Annual return | -0.36% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,127 | $1,615+31.8% | $2,266-6.1% | $2,203-3.4% |
| Participant deferral / active EE | $3,251 | $2,844+14.3% | $3,560-8.7% | $3,192+1.9% |
| Admin fee / account holder | $4,389 | $3,958+10.9% | $4,821-9.0% | $4,297+2.1% |