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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 | $91,881 | $211,105-56.5% | $178,449-48.5% | $145,978-37.1% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 8.41% | 30.19%-21.8pp | 27.09%-18.7pp | 550.52%-542.1pp |
| Employer contribution / active EE | $5,881 | $4,569+28.7% | $3,951+48.8% | $4,662+26.1% |
| Participant deferral / active EE | $2,928 | $6,959-57.9% | $6,277-53.4% | $6,690-56.2% |
| Admin fee / account holder | $24,534 | $12,017+104.2% | $10,362+136.8% | $13,400+83.1% |