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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 | $60,693 | $65,555-7.4% | $86,216-29.6% | $75,173-19.3% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.3pp |
| Annual return | 27.85% | 46.07%-18.2pp | 1169.42%-1141.6pp | 160.72%-132.9pp |
| Employer contribution / active EE | $12,858 | $1,553+727.8% | $2,382+439.9% | $2,671+381.4% |
| Participant deferral / active EE | $11,592 | $3,023+283.4% | $3,986+190.8% | $4,126+180.9% |
| Admin fee / account holder | $5,081 | $5,469-7.1% | $6,853-25.9% | $5,651-10.1% |