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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 | $66,570 | $72,071-7.6% | $68,368-2.6% | $137,256-51.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 14.75% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,843 | $2,788-33.9% | $2,649-30.4% | $4,156-55.6% |
| Participant deferral / active EE | $4,701 | $4,410+6.6% | $4,123+14.0% | $6,407-26.6% |
| Admin fee / account holder | $28,416 | $5,336+432.6% | $5,150+451.8% | $12,270+131.6% |