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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 | $64,669 | $73,518-12.0% | $63,003+2.6% | $147,585-56.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 12.90% | 175.46%-162.6pp | 87.59%-74.7pp | 578.57%-565.7pp |
| Employer contribution / active EE | $3,456 | $3,322+4.0% | $2,760+25.2% | $4,876-29.1% |
| Participant deferral / active EE | $5,589 | $4,183+33.6% | $3,329+67.9% | $5,439+2.8% |
| Admin fee / account holder | $3,193 | $5,952-46.3% | $3,600-11.3% | $10,885-70.7% |