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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 | $72,809 | $112,121-35.1% | $95,960-24.1% | $158,966-54.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 27.47% | 171.16%-143.7pp | 91.63%-64.2pp | 302.95%-275.5pp |
| Employer contribution / active EE | $4,158 | $3,199+30.0% | $2,541+63.6% | $4,762-12.7% |
| Participant deferral / active EE | $9,058 | $4,784+89.3% | $4,167+117.4% | $5,983+51.4% |
| Admin fee / account holder | $2,437 | $10,135-76.0% | $6,797-64.1% | $11,250-78.3% |