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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 | $60,349 | $72,071-16.3% | $68,368-11.7% | $137,256-56.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 15.13% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,279 | $2,788+53.5% | $2,649+61.5% | $4,156+3.0% |
| Participant deferral / active EE | $5,039 | $4,410+14.3% | $4,123+22.2% | $6,407-21.3% |
| Admin fee / account holder | $1,395 | $5,336-73.9% | $5,150-72.9% | $12,270-88.6% |