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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 | $102,595-36.5% | $94,057-30.8% | $154,746-57.9% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 14.03% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,152 | $3,147+0.2% | $2,933+7.5% | $4,379-28.0% |
| Participant deferral / active EE | $4,115 | $5,118-19.6% | $4,709-12.6% | $6,730-38.9% |
| Admin fee / account holder | $554 | $7,736-92.8% | $7,244-92.3% | $14,365-96.1% |