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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 | $70,366-23.3% | $66,674-19.0% | $138,895-61.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 20.23% | 386.41%-366.2pp | 321.24%-301.0pp | 145.39%-125.2pp |
| Employer contribution / active EE | $5,261 | $2,765+90.3% | $2,620+100.8% | $4,194+25.4% |
| Participant deferral / active EE | $9,170 | $4,374+109.6% | $4,084+124.5% | $6,396+43.4% |
| Admin fee / account holder | $8,015 | $5,262+52.3% | $5,098+57.2% | $12,562-36.2% |