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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 | $74,051 | $70,121+5.6% | $63,803+16.1% | $138,895-46.7% |
| Participation rate | 85.7% | 77.2%+8.5pp | 72.7%+13.0pp | 79.9%+5.8pp |
| Annual return | 18.47% | 946.48%-928.0pp | 543.72%-525.2pp | 145.39%-126.9pp |
| Employer contribution / active EE | $894 | $2,882-69.0% | $2,532-64.7% | $4,194-78.7% |
| Participant deferral / active EE | $3,652 | $4,535-19.5% | $3,843-5.0% | $6,396-42.9% |
| Admin fee / account holder | $828 | $6,738-87.7% | $5,196-84.1% | $12,562-93.4% |