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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 | $60,226 | $154,159-60.9% | $130,026-53.7% | $139,456-56.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 9.57% | 32.50%-22.9pp | -137.26%+146.8pp | 373.45%-363.9pp |
| Employer contribution / active EE | $24,378 | $5,292+360.7% | $4,321+464.1% | $4,753+412.9% |
| Participant deferral / active EE | $6,762 | $6,710+0.8% | $5,821+16.2% | $6,711+0.8% |
| Admin fee / account holder | $27,166 | $14,001+94.0% | $10,608+156.1% | $11,407+138.1% |