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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 | $150,207-49.7% | $120,380-37.2% | $145,978-48.2% |
| Participation rate | 95.5% | 78.8%+16.7pp | 71.9%+23.5pp | 80.3%+15.2pp |
| Annual return | 13.49% | 154.28%-140.8pp | 107.28%-93.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $5,326 | $4,351+22.4% | $3,465+53.7% | $4,662+14.3% |
| Participant deferral / active EE | $12,055 | $6,175+95.2% | $4,992+141.5% | $6,690+80.2% |
| Admin fee / account holder | $13,069 | $12,203+7.1% | $9,421+38.7% | $13,400-2.5% |