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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 | $62,220 | $70,366-11.6% | $66,674-6.7% | $138,895-55.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 15.34% | 386.41%-371.1pp | 321.24%-305.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,137 | $2,765-22.7% | $2,620-18.5% | $4,194-49.1% |
| Participant deferral / active EE | $7,892 | $4,374+80.4% | $4,084+93.2% | $6,396+23.4% |
| Admin fee / account holder | $13,563 | $5,262+157.7% | $5,098+166.0% | $12,562+8.0% |