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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 | $70,177 | $152,592-54.0% | $125,180-43.9% | $152,885-54.1% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.5%+13.0pp |
| Annual return | 17.33% | 54.84%-37.5pp | 43.79%-26.5pp | 345.39%-328.1pp |
| Employer contribution / active EE | $4,091 | $4,947-17.3% | $3,866+5.8% | $4,763-14.1% |
| Participant deferral / active EE | $2,305 | $5,868-60.7% | $4,937-53.3% | $5,851-60.6% |
| Admin fee / account holder | $36,455 | $13,435+171.3% | $9,703+275.7% | $11,598+214.3% |