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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 | $84,121 | $96,678-13.0% | $86,640-2.9% | $139,466-39.7% |
| Participation rate | 82.4% | 74.4%+7.9pp | 71.7%+10.6pp | 80.3%+2.0pp |
| Annual return | 15.32% | 106.69%-91.4pp | 592.52%-577.2pp | 373.66%-358.3pp |
| Employer contribution / active EE | $4,414 | $3,265+35.2% | $3,024+45.9% | $4,754-7.2% |
| Participant deferral / active EE | $9,825 | $4,837+103.1% | $4,438+121.4% | $6,712+46.4% |
| Admin fee / account holder | $6,103 | $6,410-4.8% | $5,616+8.7% | $11,409-46.5% |