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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 | $58,756 | $70,366-16.5% | $66,674-11.9% | $138,895-57.7% |
| Participation rate | 95.2% | 76.2%+19.1pp | 73.7%+21.6pp | 79.9%+15.3pp |
| Annual return | 15.98% | 386.41%-370.4pp | 321.24%-305.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,208 | $2,765-20.1% | $2,620-15.7% | $4,194-47.3% |
| Participant deferral / active EE | $5,885 | $4,374+34.5% | $4,084+44.1% | $6,396-8.0% |
| Admin fee / account holder | $12,074 | $5,262+129.4% | $5,098+136.8% | $12,562-3.9% |