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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 | $76,452 | $72,071+6.1% | $68,368+11.8% | $137,256-44.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 13.66% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,334 | $2,788+19.6% | $2,649+25.9% | $4,156-19.8% |
| Participant deferral / active EE | $5,951 | $4,410+34.9% | $4,123+44.3% | $6,407-7.1% |
| Admin fee / account holder | $37,830 | $5,336+609.0% | $5,150+634.6% | $12,270+208.3% |