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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 | $119,176 | $72,071+65.4% | $68,368+74.3% | $137,256-13.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 21.37% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,599 | $2,788+29.1% | $2,649+35.9% | $4,156-13.4% |
| Participant deferral / active EE | $10,366 | $4,410+135.1% | $4,123+151.4% | $6,407+61.8% |
| Admin fee / account holder | $5,781 | $5,336+8.3% | $5,150+12.3% | $12,270-52.9% |