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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 | $75,019 | $90,614-17.2% | $76,089-1.4% | $145,877-48.6% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.1%+24.2pp | 80.3%+13.0pp |
| Annual return | 10.39% | 623.80%-613.4pp | 360.94%-350.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,010 | $3,324-9.5% | $2,690+11.9% | $4,663-35.5% |
| Participant deferral / active EE | $5,811 | $5,168+12.4% | $4,259+36.4% | $6,691-13.1% |
| Admin fee / account holder | $2,674 | $8,376-68.1% | $6,418-58.3% | $13,402-80.0% |