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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 | $125,674 | $88,710+41.7% | $81,783+53.7% | $145,959-13.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.47% | 1027.26%-1007.8pp | 775.05%-755.6pp | 561.95%-542.5pp |
| Employer contribution / active EE | $2,098 | $3,083-31.9% | $2,913-28.0% | $4,661-55.0% |
| Participant deferral / active EE | $22,034 | $4,645+374.4% | $4,320+410.0% | $6,689+229.4% |
| Admin fee / account holder | $5,849 | $8,407-30.4% | $7,380-20.7% | $13,398-56.3% |