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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 | $73,962 | $72,071+2.6% | $68,368+8.2% | $137,256-46.1% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 14.52% | 353.14%-338.6pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,748 | $2,788-37.3% | $2,649-34.0% | $4,156-57.9% |
| Participant deferral / active EE | $4,982 | $4,410+13.0% | $4,123+20.9% | $6,407-22.2% |
| Admin fee / account holder | $1,541 | $5,336-71.1% | $5,150-70.1% | $12,270-87.4% |