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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 | $70,366+10.7% | $66,674+16.8% | $138,895-43.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 14.39% | 386.41%-372.0pp | 321.24%-306.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,057 | $2,765-25.6% | $2,620-21.5% | $4,194-51.0% |
| Participant deferral / active EE | $8,163 | $4,374+86.6% | $4,084+99.9% | $6,396+27.6% |
| Admin fee / account holder | $13,516 | $5,262+156.8% | $5,098+165.1% | $12,562+7.6% |