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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 | $90,586 | $183,627-50.7% | $155,602-41.8% | $145,978-37.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 22.88% | 61.32%-38.4pp | 64.81%-41.9pp | 550.52%-527.6pp |
| Employer contribution / active EE | $3,171 | $5,316-40.3% | $4,675-32.2% | $4,662-32.0% |
| Participant deferral / active EE | $9,339 | $6,466+44.4% | $5,629+65.9% | $6,690+39.6% |
| Admin fee / account holder | $40,031 | $19,327+107.1% | $15,923+151.4% | $13,400+198.7% |