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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 | $72,071-13.7% | $68,368-9.0% | $137,256-54.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 15.34% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,137 | $2,788-23.4% | $2,649-19.3% | $4,156-48.6% |
| Participant deferral / active EE | $7,892 | $4,410+79.0% | $4,123+91.4% | $6,407+23.2% |
| Admin fee / account holder | $13,563 | $5,336+154.2% | $5,150+163.4% | $12,270+10.5% |