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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 | $76,732 | $73,518+4.4% | $63,005+21.8% | $147,585-48.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 27.14% | 175.46%-148.3pp | 87.59%-60.4pp | 578.58%-551.4pp |
| Employer contribution / active EE | $3,027 | $3,322-8.9% | $2,760+9.7% | $4,876-37.9% |
| Participant deferral / active EE | $5,888 | $4,183+40.8% | $3,329+76.9% | $5,439+8.3% |
| Admin fee / account holder | $389 | $5,952-93.5% | $3,599-89.2% | $10,886-96.4% |