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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 | $108,532 | $115,814-6.3% | $101,275+7.2% | $158,982-31.7% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 10.01% | 56.16%-46.1pp | 46.48%-36.5pp | 302.99%-293.0pp |
| Employer contribution / active EE | $9,009 | $4,176+115.7% | $3,660+146.1% | $4,763+89.2% |
| Participant deferral / active EE | $5,987 | $4,958+20.8% | $4,371+37.0% | $5,983+0.1% |
| Admin fee / account holder | $38,160 | $7,249+426.4% | $5,948+541.6% | $11,252+239.2% |