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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 | $52,580 | $58,258-9.7% | $81,820-35.7% | $80,925-35.0% |
| Participation rate | 75.5% | 63.5%+12.0pp | 72.4%+3.1pp | 67.7%+7.9pp |
| Annual return | 13.59% | 41.76%-28.2pp | 777.93%-764.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,091 | $2,345+31.8% | $2,915+6.0% | $2,756+12.2% |
| Participant deferral / active EE | $4,753 | $3,284+44.7% | $4,323+9.9% | $4,299+10.6% |
| Admin fee / account holder | $5,570 | $4,976+11.9% | $7,391-24.6% | $6,940-19.7% |