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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 | $166,131-57.9% | $164,975-57.6% | $145,877-52.1% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 32.96% | 100.37%-67.4pp | 70.12%-37.2pp | 551.28%-518.3pp |
| Employer contribution / active EE | $7,065 | $5,276+33.9% | $4,343+62.7% | $4,663+51.5% |
| Participant deferral / active EE | $6,839 | $6,962-1.8% | $6,033+13.3% | $6,691+2.2% |
| Admin fee / account holder | $3,731 | $16,648-77.6% | $12,688-70.6% | $13,402-72.2% |