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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 | $69,659 | $73,518-5.2% | $63,003+10.6% | $147,585-52.8% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 31.80% | 175.46%-143.7pp | 87.59%-55.8pp | 578.56%-546.8pp |
| Employer contribution / active EE | $3,460 | $3,322+4.1% | $2,760+25.3% | $4,876-29.1% |
| Participant deferral / active EE | $6,570 | $4,183+57.1% | $3,329+97.3% | $5,439+20.8% |
| Admin fee / account holder | $4,366 | $5,952-26.7% | $3,600+21.3% | $10,885-59.9% |