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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 | $66,444 | $202,463-67.2% | $169,397-60.8% | $139,487-52.4% |
| Participation rate | 95.5% | 81.1%+14.3pp | 77.2%+18.3pp | 80.3%+15.1pp |
| Annual return | 19.29% | 532.64%-513.3pp | 406.23%-386.9pp | 373.84%-354.6pp |
| Employer contribution / active EE | $5,092 | $4,694+8.5% | $4,013+26.9% | $4,755+7.1% |
| Participant deferral / active EE | $9,257 | $6,941+33.4% | $6,223+48.8% | $6,713+37.9% |
| Admin fee / account holder | $4,852 | $10,726-54.8% | $9,017-46.2% | $11,407-57.5% |