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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 | $105,422 | $72,071+46.3% | $68,368+54.2% | $137,256-23.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 19.31% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,574 | $2,788-7.7% | $2,649-2.8% | $4,156-38.1% |
| Participant deferral / active EE | $6,887 | $4,410+56.2% | $4,123+67.1% | $6,407+7.5% |
| Admin fee / account holder | $4,933 | $5,336-7.5% | $5,150-4.2% | $12,270-59.8% |