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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 | $68,507 | $102,595-33.2% | $94,057-27.2% | $154,746-55.7% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 21.76% | 583.42%-561.7pp | 480.62%-458.9pp | 172.34%-150.6pp |
| Employer contribution / active EE | $5,128 | $3,147+62.9% | $2,933+74.8% | $4,379+17.1% |
| Participant deferral / active EE | $10,257 | $5,118+100.4% | $4,709+117.8% | $6,730+52.4% |
| Admin fee / account holder | $343 | $7,736-95.6% | $7,244-95.3% | $14,365-97.6% |