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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 | $73,375 | $165,399-55.6% | $149,745-51.0% | $158,982-53.8% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 38.52% | 348.34%-309.8pp | 276.72%-238.2pp | 302.99%-264.5pp |
| Employer contribution / active EE | $12,259 | $5,105+140.1% | $4,646+163.9% | $4,763+157.4% |
| Participant deferral / active EE | $8,081 | $7,183+12.5% | $6,843+18.1% | $5,983+35.1% |
| Admin fee / account holder | $2,528 | $10,811-76.6% | $9,312-72.9% | $11,252-77.5% |