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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 | $69,708+10.4% | $67,560+13.9% | $74,478+3.3% |
| Participation rate | 81.7% | 71.4%+10.3pp | 72.9%+8.8pp | 67.2%+14.5pp |
| Annual return | 13.30% | -40.67%+54.0pp | 3533.50%-3520.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $3,167 | $2,715+16.7% | $2,737+15.7% | $2,626+20.6% |
| Participant deferral / active EE | $5,987 | $3,637+64.6% | $4,004+49.5% | $4,350+37.6% |
| Admin fee / account holder | $10,265 | $887+1057.1% | $3,994+157.0% | $1,946+427.5% |