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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 | $76,792 | $70,366+9.1% | $66,674+15.2% | $138,895-44.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.16% | 386.41%-367.2pp | 321.24%-302.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $4,168 | $2,765+50.7% | $2,620+59.1% | $4,194-0.6% |
| Participant deferral / active EE | $7,506 | $4,374+71.6% | $4,084+83.8% | $6,396+17.3% |
| Admin fee / account holder | $14,271 | $5,262+171.2% | $5,098+179.9% | $12,562+13.6% |