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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 | $115,948 | $176,120-34.2% | $159,487-27.3% | $167,553-30.8% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 15.91% | 331.95%-316.0pp | 263.71%-247.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $5,300 | $5,2990% | $4,831+9.7% | $4,840+9.5% |
| Participant deferral / active EE | $3,204 | $7,752-58.7% | $7,354-56.4% | $6,343-49.5% |
| Admin fee / account holder | $32,000 | $12,561+154.8% | $10,804+196.2% | $12,316+159.8% |