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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 | $55,756 | $176,120-68.3% | $159,487-65.0% | $167,553-66.7% |
| Participation rate | 95.7% | 85.0%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 15.52% | 331.95%-316.4pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $5,393 | $5,299+1.8% | $4,831+11.6% | $4,840+11.4% |
| Participant deferral / active EE | $7,236 | $7,752-6.7% | $7,354-1.6% | $6,343+14.1% |
| Admin fee / account holder | $5,893 | $12,561-53.1% | $10,804-45.5% | $12,316-52.2% |