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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 | $70,055 | $103,008-32.0% | $90,304-22.4% | $152,897-54.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 25.94% | 95.22%-69.3pp | 78.13%-52.2pp | 345.43%-319.5pp |
| Employer contribution / active EE | $4,922 | $3,139+56.8% | $2,855+72.4% | $4,764+3.3% |
| Participant deferral / active EE | $4,580 | $4,281+7.0% | $3,885+17.9% | $5,851-21.7% |
| Admin fee / account holder | $757 | $6,175-87.7% | $5,354-85.9% | $11,599-93.5% |