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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 | $78,827 | $72,071+9.4% | $68,368+15.3% | $137,256-42.6% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 16.80% | 353.14%-336.3pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,932 | $2,788+112.8% | $2,649+124.0% | $4,156+42.7% |
| Participant deferral / active EE | $7,947 | $4,410+80.2% | $4,123+92.8% | $6,407+24.0% |
| Admin fee / account holder | $1,566 | $5,336-70.7% | $5,150-69.6% | $12,270-87.2% |