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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 | $75,489 | $225,673-66.5% | $203,872-63.0% | $155,188-51.4% |
| Participation rate | 93.3% | 80.3%+13.0pp | 77.8%+15.5pp | 80.8%+12.5pp |
| Annual return | 11.61% | 95.91%-84.3pp | 85.11%-73.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $14,442 | $4,099+252.4% | $3,757+284.3% | $4,248+240.0% |
| Participant deferral / active EE | $24,130 | $6,893+250.1% | $6,388+277.8% | $6,531+269.5% |
| Admin fee / account holder | $25,490 | $12,327+106.8% | $11,730+117.3% | $14,480+76.0% |