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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 | $87,545 | $58,258+50.3% | $81,820+7.0% | $80,925+8.2% |
| Participation rate | 91.9% | 63.5%+28.4pp | 72.4%+19.5pp | 67.7%+24.2pp |
| Annual return | 13.96% | 41.76%-27.8pp | 777.93%-764.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $4,708 | $2,345+100.7% | $2,915+61.5% | $2,756+70.8% |
| Participant deferral / active EE | $10,389 | $3,284+216.4% | $4,323+140.3% | $4,299+141.7% |
| Admin fee / account holder | $10,118 | $4,976+103.3% | $7,391+36.9% | $6,940+45.8% |