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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 | $55,565 | $72,071-22.9% | $68,368-18.7% | $137,256-59.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 19.61% | 353.14%-333.5pp | 292.57%-273.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,225 | $2,788+51.5% | $2,649+59.5% | $4,156+1.7% |
| Participant deferral / active EE | $9,490 | $4,410+115.2% | $4,123+130.2% | $6,407+48.1% |
| Admin fee / account holder | $328 | $5,336-93.9% | $5,150-93.6% | $12,270-97.3% |