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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 | $93,441 | $157,296-40.6% | $141,191-33.8% | $152,897-38.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 50.63% | 64.34%-13.7pp | 71.41%-20.8pp | 345.43%-294.8pp |
| Employer contribution / active EE | $3,573 | $5,262-32.1% | $4,736-24.6% | $4,764-25.0% |
| Participant deferral / active EE | $7,311 | $7,111+2.8% | $6,710+9.0% | $5,851+24.9% |
| Admin fee / account holder | $25,129 | $12,125+107.3% | $10,264+144.8% | $11,599+116.6% |