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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 | $150,435-49.8% | $120,580-37.3% | $145,897-48.2% |
| Participation rate | 95.5% | 78.8%+16.6pp | 72.0%+23.5pp | 80.3%+15.1pp |
| Annual return | 13.49% | 154.60%-141.1pp | 107.48%-94.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $5,326 | $4,352+22.4% | $3,469+53.5% | $4,663+14.2% |
| Participant deferral / active EE | $12,055 | $6,174+95.3% | $4,995+141.3% | $6,689+80.2% |
| Admin fee / account holder | $13,069 | $12,182+7.3% | $9,418+38.8% | $13,390-2.4% |