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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 | $95,006 | $227,399-58.2% | $189,758-49.9% | $198,609-52.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 18.41% | 61.03%-42.6pp | 52.62%-34.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $7,092 | $5,526+28.3% | $4,767+48.8% | $5,055+40.3% |
| Participant deferral / active EE | $7,848 | $6,837+14.8% | $5,856+34.0% | $6,977+12.5% |
| Admin fee / account holder | $2,092 | $25,162-91.7% | $20,388-89.7% | $19,030-89.0% |