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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 | $77,300 | $228,395-66.2% | $185,861-58.4% | $158,982-51.4% |
| Participation rate | 92.9% | 82.3%+10.5pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 10.50% | 40.82%-30.3pp | 35.96%-25.5pp | 302.99%-292.5pp |
| Employer contribution / active EE | $4,966 | $4,9680% | $4,088+21.5% | $4,763+4.3% |
| Participant deferral / active EE | $8,870 | $6,417+38.2% | $5,634+57.4% | $5,983+48.2% |
| Admin fee / account holder | $30,699 | $11,869+158.7% | $9,503+223.0% | $11,252+172.8% |