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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 | $101,618-14.8% | $93,063-7.0% | $137,256-36.9% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 45.25% | 223.95%-178.7pp | 34.15%+11.1pp | 220.34%-175.1pp |
| Employer contribution / active EE | $5,902 | $2,707+118.0% | $2,476+138.3% | $4,156+42.0% |
| Participant deferral / active EE | $10,984 | $4,279+156.7% | $3,958+177.5% | $6,407+71.4% |
| Admin fee / account holder | $38,013 | $6,198+513.3% | $6,033+530.1% | $12,270+209.8% |