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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 | $100,044 | $157,304-36.4% | $141,197-29.1% | $152,909-34.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 20.65% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.8pp |
| Employer contribution / active EE | $7,576 | $5,263+44.0% | $4,736+60.0% | $4,764+59.0% |
| Participant deferral / active EE | $5,710 | $7,111-19.7% | $6,710-14.9% | $5,851-2.4% |
| Admin fee / account holder | $3,638 | $12,126-70.0% | $10,265-64.6% | $11,601-68.6% |