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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 | $75,544 | $150,197-49.7% | $120,368-37.2% | $145,959-48.2% |
| Participation rate | 95.5% | 78.8%+16.7pp | 71.9%+23.5pp | 80.3%+15.2pp |
| Annual return | 13.49% | 154.26%-140.8pp | 107.26%-93.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $5,326 | $4,350+22.4% | $3,465+53.7% | $4,661+14.3% |
| Participant deferral / active EE | $12,055 | $6,174+95.3% | $4,991+141.5% | $6,689+80.2% |
| Admin fee / account holder | $13,069 | $12,216+7.0% | $9,429+38.6% | $13,398-2.5% |