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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 | $118,301 | $73,518+60.9% | $63,003+87.8% | $147,585-19.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 14.70% | 175.46%-160.8pp | 87.59%-72.9pp | 578.56%-563.9pp |
| Employer contribution / active EE | $8,384 | $3,322+152.4% | $2,760+203.8% | $4,876+71.9% |
| Participant deferral / active EE | $9,868 | $4,183+135.9% | $3,329+196.4% | $5,439+81.4% |
| Admin fee / account holder | $20,288 | $5,952+240.8% | $3,600+463.5% | $10,885+86.4% |