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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 | $70,846 | $157,276-55.0% | $141,177-49.8% | $152,885-53.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 17.37% | 64.33%-47.0pp | 71.40%-54.0pp | 345.39%-328.0pp |
| Employer contribution / active EE | $6,950 | $5,262+32.1% | $4,736+46.8% | $4,763+45.9% |
| Participant deferral / active EE | $3,693 | $7,110-48.1% | $6,710-45.0% | $5,851-36.9% |
| Admin fee / account holder | $67,322 | $12,123+455.3% | $10,263+556.0% | $11,598+480.5% |