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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 | $72,071-25.1% | $68,368-21.1% | $137,256-60.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 20.23% | 353.14%-332.9pp | 292.57%-272.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $5,261 | $2,788+88.7% | $2,649+98.6% | $4,156+26.6% |
| Participant deferral / active EE | $9,170 | $4,410+107.9% | $4,123+122.4% | $6,407+43.1% |
| Admin fee / account holder | $8,015 | $5,336+50.2% | $5,150+55.6% | $12,270-34.7% |