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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 | $55,679 | $72,071-22.7% | $68,368-18.6% | $137,256-59.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 17.65% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,284 | $2,788+161.3% | $2,649+175.0% | $4,156+75.3% |
| Participant deferral / active EE | $11,286 | $4,410+155.9% | $4,123+173.8% | $6,407+76.2% |
| Admin fee / account holder | $60,158 | $5,336+1027.5% | $5,150+1068.2% | $12,270+390.3% |