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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 | $76,944 | $69,774+10.3% | $67,561+13.9% | $74,429+3.4% |
| Participation rate | 81.7% | 71.4%+10.4pp | 72.9%+8.8pp | 67.2%+14.5pp |
| Annual return | 13.30% | -40.53%+53.8pp | 3525.44%-3512.1pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $3,167 | $2,710+16.9% | $2,735+15.8% | $2,625+20.7% |
| Participant deferral / active EE | $5,987 | $3,636+64.6% | $4,003+49.6% | $4,348+37.7% |
| Admin fee / account holder | $10,265 | $890+1053.7% | $4,006+156.3% | $1,944+427.9% |