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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 | $77,899 | $102,595-24.1% | $94,057-17.2% | $154,746-49.7% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 14.39% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,057 | $3,147-34.7% | $2,933-29.9% | $4,379-53.0% |
| Participant deferral / active EE | $8,163 | $5,118+59.5% | $4,709+73.3% | $6,730+21.3% |
| Admin fee / account holder | $13,516 | $7,736+74.7% | $7,244+86.6% | $14,365-5.9% |