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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 | $63,376 | $90,614-30.1% | $76,089-16.7% | $145,877-56.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.1%+14.2pp | 80.3%+3.0pp |
| Annual return | 11.86% | 623.80%-611.9pp | 360.94%-349.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $4,237 | $3,324+27.4% | $2,690+57.5% | $4,663-9.1% |
| Participant deferral / active EE | $2,856 | $5,168-44.7% | $4,259-32.9% | $6,691-57.3% |
| Admin fee / account holder | $11,252 | $8,376+34.3% | $6,418+75.3% | $13,402-16.0% |