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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 | $61,215 | $68,394-10.5% | $94,672-35.3% | $75,177-18.6% |
| Participation rate | 93.2% | 76.1%+17.1pp | 80.8%+12.3pp | 67.2%+25.9pp |
| Annual return | 21.26% | 616.92%-595.7pp | 156.89%-135.6pp | 160.75%-139.5pp |
| Employer contribution / active EE | $2,860 | $2,701+5.9% | $3,673-22.1% | $2,671+7.1% |
| Participant deferral / active EE | $5,665 | $6,536-13.3% | $7,417-23.6% | $4,126+37.3% |
| Admin fee / account holder | $4,694 | $5,326-11.9% | $7,222-35.0% | $5,651-16.9% |