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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 | $95,534 | $72,071+32.6% | $68,368+39.7% | $137,256-30.4% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 23.21% | 353.14%-329.9pp | 292.57%-269.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,070 | $2,788+10.1% | $2,649+15.9% | $4,156-26.1% |
| Participant deferral / active EE | $7,180 | $4,410+62.8% | $4,123+74.2% | $6,407+12.1% |
| Admin fee / account holder | $1,004 | $5,336-81.2% | $5,150-80.5% | $12,270-91.8% |