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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 | $77,189 | $86,288-10.5% | $111,306-30.7% | $85,851-10.1% |
| Participation rate | 78.3% | 73.3%+5.0pp | 77.3%+1.0pp | 69.3%+9.0pp |
| Annual return | 301.63% | 19.99%+281.6pp | 54.67%+247.0pp | 318.63%-17.0pp |
| Employer contribution / active EE | $2,701 | $2,044+32.1% | $2,732-1.1% | $2,565+5.3% |
| Participant deferral / active EE | $12,033 | $3,641+230.5% | $4,488+168.2% | $3,952+204.5% |
| Admin fee / account holder | $2,795 | $8,189-65.9% | $7,966-64.9% | $6,261-55.4% |