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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 | $93,429 | $118,708-21.3% | $98,920-5.6% | $158,982-41.2% |
| Participation rate | 82.6% | 77.8%+4.8pp | 76.0%+6.6pp | 82.0%+0.6pp |
| Annual return | 12.73% | 372.49%-359.8pp | 196.47%-183.7pp | 302.99%-290.3pp |
| Employer contribution / active EE | $5,004 | $3,334+50.1% | $2,689+86.1% | $4,763+5.1% |
| Participant deferral / active EE | $9,452 | $5,089+85.7% | $4,245+122.7% | $5,983+58.0% |
| Admin fee / account holder | $55,500 | $10,134+447.7% | $6,643+735.5% | $11,252+393.3% |