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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 | $62,485 | $102,595-39.1% | $94,057-33.6% | $154,746-59.6% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 12.41% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $6,331 | $3,147+101.1% | $2,933+115.8% | $4,379+44.6% |
| Participant deferral / active EE | $5,846 | $5,118+14.2% | $4,709+24.1% | $6,730-13.1% |
| Admin fee / account holder | $4,322 | $7,736-44.1% | $7,244-40.3% | $14,365-69.9% |