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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 | $64,133 | $81,643-21.4% | $70,462-9.0% | $158,950-59.7% |
| Participation rate | 93.8% | 77.7%+16.0pp | 75.1%+18.7pp | 82.0%+11.8pp |
| Annual return | 22.18% | 208.51%-186.3pp | 109.08%-86.9pp | 302.91%-280.7pp |
| Employer contribution / active EE | $3,793 | $3,218+17.9% | $2,737+38.6% | $4,762-20.4% |
| Participant deferral / active EE | $5,922 | $4,555+30.0% | $3,710+59.6% | $5,983-1.0% |
| Admin fee / account holder | $3,595 | $6,194-42.0% | $3,845-6.5% | $11,248-68.0% |