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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 | $72,689 | $102,663-29.2% | $86,216-15.7% | $139,466-47.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 21.17% | 1924.52%-1903.3pp | 1169.42%-1148.2pp | 373.66%-352.5pp |
| Employer contribution / active EE | $3,062 | $3,035+0.9% | $2,382+28.6% | $4,754-35.6% |
| Participant deferral / active EE | $9,027 | $4,677+93.0% | $3,986+126.5% | $6,712+34.5% |
| Admin fee / account holder | $1,264 | $8,663-85.4% | $6,853-81.6% | $11,409-88.9% |