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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 | $78,013 | $72,071+8.2% | $68,368+14.1% | $137,256-43.2% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 19.86% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,705 | $2,788+68.8% | $2,649+77.6% | $4,156+13.2% |
| Participant deferral / active EE | $10,664 | $4,410+141.8% | $4,123+158.7% | $6,407+66.5% |
| Admin fee / account holder | $758 | $5,336-85.8% | $5,150-85.3% | $12,270-93.8% |