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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 | $80,938 | $72,071+12.3% | $68,368+18.4% | $137,256-41.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 15.31% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,269 | $2,788+160.7% | $2,649+174.4% | $4,156+74.9% |
| Participant deferral / active EE | $8,129 | $4,410+84.3% | $4,123+97.2% | $6,407+26.9% |
| Admin fee / account holder | $765 | $5,336-85.7% | $5,150-85.1% | $12,270-93.8% |