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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 | $102,595-25.5% | $94,057-18.7% | $154,746-50.6% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 80.7%+3.9pp |
| Annual return | 13.66% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,334 | $3,147+5.9% | $2,933+13.7% | $4,379-23.9% |
| Participant deferral / active EE | $5,951 | $5,118+16.3% | $4,709+26.4% | $6,730-11.6% |
| Admin fee / account holder | $37,830 | $7,736+389.0% | $7,244+422.2% | $14,365+163.3% |