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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 | $60,940 | $63,346-3.8% | $92,240-33.9% | $70,126-13.1% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 15.13% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $5,231 | $2,471+111.7% | $3,680+42.2% | $2,343+123.3% |
| Participant deferral / active EE | $2,628 | $2,854-7.9% | $3,897-32.6% | $3,332-21.1% |
| Admin fee / account holder | $12,716 | $3,841+231.1% | $5,194+144.8% | $4,645+173.7% |