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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 | $50,962 | $68,412-25.5% | $94,679-46.2% | $75,181-32.2% |
| Participation rate | 90.6% | 76.1%+14.5pp | 80.8%+9.8pp | 67.2%+23.4pp |
| Annual return | 24.90% | 616.91%-592.0pp | 156.75%-131.9pp | 160.69%-135.8pp |
| Employer contribution / active EE | $5,077 | $2,701+88.0% | $3,673+38.2% | $2,671+90.1% |
| Participant deferral / active EE | $11,279 | $6,537+72.5% | $7,417+52.1% | $4,126+173.4% |
| Admin fee / account holder | $8,277 | $5,326+55.4% | $7,233+14.4% | $5,650+46.5% |