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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 | $72,500 | $176,105-58.8% | $159,474-54.5% | $167,536-56.7% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 18.23% | 331.91%-313.7pp | 263.68%-245.4pp | 478.82%-460.6pp |
| Employer contribution / active EE | $4,991 | $5,299-5.8% | $4,831+3.3% | $4,839+3.1% |
| Participant deferral / active EE | $2,845 | $7,751-63.3% | $7,353-61.3% | $6,342-55.1% |
| Admin fee / account holder | $2,675 | $12,559-78.7% | $10,802-75.2% | $12,315-78.3% |