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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 | $70,213 | $115,814-39.4% | $101,275-30.7% | $158,982-55.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 18.16% | 56.16%-38.0pp | 46.48%-28.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $7,218 | $4,176+72.9% | $3,660+97.2% | $4,763+51.5% |
| Participant deferral / active EE | $7,079 | $4,958+42.8% | $4,371+62.0% | $5,983+18.3% |
| Admin fee / account holder | $574 | $7,249-92.1% | $5,948-90.4% | $11,252-94.9% |