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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 | $91,347 | $70,366+29.8% | $66,674+37.0% | $138,895-34.2% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 20.50% | 386.41%-365.9pp | 321.24%-300.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $18,674 | $2,765+575.4% | $2,620+612.7% | $4,194+345.2% |
| Participant deferral / active EE | $6,382 | $4,374+45.9% | $4,084+56.3% | $6,396-0.2% |
| Admin fee / account holder | $25,867 | $5,262+391.5% | $5,098+407.4% | $12,562+105.9% |