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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 | $51,208 | $76,368-32.9% | $67,681-24.3% | $154,746-66.9% |
| Participation rate | 90.9% | 79.0%+12.0pp | 73.7%+17.2pp | 80.7%+10.2pp |
| Annual return | 12.54% | 1066.77%-1054.2pp | 590.58%-578.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,409 | $3,151+8.2% | $2,678+27.3% | $4,379-22.1% |
| Participant deferral / active EE | $5,625 | $4,824+16.6% | $3,976+41.5% | $6,730-16.4% |
| Admin fee / account holder | $17,206 | $8,559+101.0% | $6,100+182.1% | $14,365+19.8% |