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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 | $86,573 | $125,778-31.2% | $114,563-24.4% | $154,746-44.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.9%+8.9pp | 80.7%+1.1pp |
| Annual return | 45.25% | 295.14%-249.9pp | 241.09%-195.8pp | 172.34%-127.1pp |
| Employer contribution / active EE | $5,902 | $2,806+110.3% | $2,592+127.7% | $4,379+34.8% |
| Participant deferral / active EE | $10,984 | $4,445+147.1% | $4,142+165.2% | $6,730+63.2% |
| Admin fee / account holder | $38,013 | $8,190+364.1% | $7,623+398.7% | $14,365+164.6% |