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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 | $58,428 | $63,346-7.8% | $92,240-36.7% | $70,126-16.7% |
| Participation rate | 91.1% | 68.7%+22.4pp | 76.5%+14.6pp | 69.5%+21.5pp |
| Annual return | 19.27% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $6,180 | $2,471+150.1% | $3,680+68.0% | $2,343+163.8% |
| Participant deferral / active EE | $7,155 | $2,854+150.7% | $3,897+83.6% | $3,332+114.7% |
| Admin fee / account holder | $4,905 | $3,841+27.7% | $5,194-5.6% | $4,645+5.6% |