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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 | $65,131 | $72,071-9.6% | $68,368-4.7% | $137,256-52.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 14.03% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,152 | $2,788+13.1% | $2,649+19.0% | $4,156-24.1% |
| Participant deferral / active EE | $4,115 | $4,410-6.7% | $4,123-0.2% | $6,407-35.8% |
| Admin fee / account holder | $554 | $5,336-89.6% | $5,150-89.2% | $12,270-95.5% |