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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 | $108,911 | $178,174-38.9% | $156,181-30.3% | $137,256-20.7% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 13.10% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $17,857 | $4,972+259.2% | $4,294+315.9% | $4,156+329.7% |
| Participant deferral / active EE | $4,155 | $6,888-39.7% | $6,132-32.2% | $6,407-35.1% |
| Admin fee / account holder | $34,105 | $17,404+96.0% | $14,586+133.8% | $12,270+178.0% |