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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 | $93,717 | $181,896-48.5% | $156,551-40.1% | $273,972-65.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 134.22% | 30.74%+103.5pp | 32.23%+102.0pp | 41.46%+92.8pp |
| Employer contribution / active EE | $2,245 | $6,248-64.1% | $5,501-59.2% | $4,869-53.9% |
| Participant deferral / active EE | $6,288 | $5,550+13.3% | $4,871+29.1% | $5,287+18.9% |
| Admin fee / account holder | $42,020 | $15,560+170.0% | $13,028+222.5% | $10,133+314.7% |