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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 | $73,586 | $166,242-55.7% | $165,071-55.4% | $145,884-49.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.70% | 100.44%-87.7pp | 70.17%-57.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $9,591 | $5,283+81.6% | $4,347+120.6% | $4,662+105.7% |
| Participant deferral / active EE | $10,690 | $6,964+53.5% | $6,035+77.1% | $6,690+59.8% |
| Admin fee / account holder | $20,488 | $16,658+23.0% | $12,695+61.4% | $13,392+53.0% |