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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 | $83,270 | $129,737-35.8% | $119,126-30.1% | $154,746-46.2% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 13.80% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $6,568 | $4,375+50.1% | $4,034+62.8% | $4,379+50.0% |
| Participant deferral / active EE | $11,250 | $5,842+92.6% | $5,318+111.6% | $6,730+67.2% |
| Admin fee / account holder | $38,506 | $11,961+221.9% | $10,693+260.1% | $14,365+168.1% |