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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 | $69,912 | $166,268-58.0% | $165,100-57.7% | $145,897-52.1% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 32.96% | 100.52%-67.6pp | 70.21%-37.2pp | 552.29%-519.3pp |
| Employer contribution / active EE | $7,065 | $5,284+33.7% | $4,348+62.5% | $4,663+51.5% |
| Participant deferral / active EE | $6,839 | $6,964-1.8% | $6,035+13.3% | $6,689+2.2% |
| Admin fee / account holder | $3,731 | $16,659-77.6% | $12,696-70.6% | $13,390-72.1% |