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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 | $72,071-18.5% | $68,368-14.1% | $137,256-57.2% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 15.98% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,208 | $2,788-20.8% | $2,649-16.6% | $4,156-46.9% |
| Participant deferral / active EE | $5,885 | $4,410+33.4% | $4,123+42.7% | $6,407-8.1% |
| Admin fee / account holder | $12,074 | $5,336+126.3% | $5,150+134.5% | $12,270-1.6% |