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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 | $60,295 | $108,922-44.6% | $100,398-39.9% | $145,978-58.7% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 11.54% | 58.04%-46.5pp | 49.32%-37.8pp | 550.52%-539.0pp |
| Employer contribution / active EE | $9,138 | $4,426+106.5% | $3,946+131.6% | $4,662+96.0% |
| Participant deferral / active EE | $4,367 | $8,450-48.3% | $8,084-46.0% | $6,690-34.7% |
| Admin fee / account holder | $2,439 | $9,680-74.8% | $7,893-69.1% | $13,400-81.8% |