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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 | $79,210 | $76,368+3.7% | $67,681+17.0% | $154,746-48.8% |
| Participation rate | 83.3% | 79.0%+4.4pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 15.18% | 1066.77%-1051.6pp | 590.58%-575.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,578 | $3,151-18.2% | $2,678-3.8% | $4,379-41.1% |
| Participant deferral / active EE | $8,652 | $4,824+79.4% | $3,976+117.6% | $6,730+28.6% |
| Admin fee / account holder | $7,195 | $8,559-15.9% | $6,100+18.0% | $14,365-49.9% |