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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 | $59,924 | $72,071-16.9% | $68,368-12.3% | $137,256-56.3% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 14.42% | 353.14%-338.7pp | 292.57%-278.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $9,078 | $2,788+225.6% | $2,649+242.7% | $4,156+118.4% |
| Participant deferral / active EE | $12,601 | $4,410+185.7% | $4,123+205.7% | $6,407+96.7% |
| Admin fee / account holder | $7,300 | $5,336+36.8% | $5,150+41.7% | $12,270-40.5% |