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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 | $53,973 | $102,595-47.4% | $94,057-42.6% | $154,746-65.1% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 20.23% | 583.42%-563.2pp | 480.62%-460.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $5,261 | $3,147+67.2% | $2,933+79.4% | $4,379+20.1% |
| Participant deferral / active EE | $9,170 | $5,118+79.2% | $4,709+94.7% | $6,730+36.2% |
| Admin fee / account holder | $8,015 | $7,736+3.6% | $7,244+10.6% | $14,365-44.2% |