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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 | $65,916 | $73,518-10.3% | $63,003+4.6% | $147,585-55.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 12.31% | 175.46%-163.1pp | 87.59%-75.3pp | 578.57%-566.3pp |
| Employer contribution / active EE | $3,687 | $3,322+11.0% | $2,760+33.6% | $4,876-24.4% |
| Participant deferral / active EE | $4,569 | $4,183+9.2% | $3,329+37.3% | $5,439-16.0% |
| Admin fee / account holder | $2,736 | $5,952-54.0% | $3,600-24.0% | $10,885-74.9% |