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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 | $89,776 | $197,637-54.6% | $177,848-49.5% | $158,982-43.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 25.74% | 58.77%-33.0pp | 48.33%-22.6pp | 302.99%-277.2pp |
| Employer contribution / active EE | $23,813 | $6,698+255.5% | $5,919+302.3% | $4,763+400.0% |
| Participant deferral / active EE | $15,368 | $8,405+82.9% | $7,714+99.2% | $5,983+156.8% |
| Admin fee / account holder | $35,408 | $15,406+129.8% | $12,431+184.8% | $11,252+214.7% |