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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 | $70,366-7.4% | $66,674-2.3% | $138,895-53.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 14.03% | 386.41%-372.4pp | 321.24%-307.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,152 | $2,765+14.0% | $2,620+20.3% | $4,194-24.8% |
| Participant deferral / active EE | $4,115 | $4,374-5.9% | $4,084+0.8% | $6,396-35.7% |
| Admin fee / account holder | $554 | $5,262-89.5% | $5,098-89.1% | $12,562-95.6% |