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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 | $78,919 | $73,546+7.3% | $63,018+25.2% | $147,586-46.5% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.8%+18.5pp | 82.8%+10.5pp |
| Annual return | 12.23% | 175.56%-163.3pp | 87.62%-75.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,721 | $3,324-48.2% | $2,761-37.7% | $4,876-64.7% |
| Participant deferral / active EE | $7,722 | $4,185+84.5% | $3,330+131.9% | $5,439+42.0% |
| Admin fee / account holder | $417 | $5,956-93.0% | $3,601-88.4% | $10,886-96.2% |