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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 | $120,576 | $72,071+67.3% | $68,368+76.4% | $137,256-12.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 16.68% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,914 | $2,788+4.5% | $2,649+10.0% | $4,156-29.9% |
| Participant deferral / active EE | $4,864 | $4,410+10.3% | $4,123+18.0% | $6,407-24.1% |
| Admin fee / account holder | $856 | $5,336-84.0% | $5,150-83.4% | $12,270-93.0% |