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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 | $52,673 | $125,184-57.9% | $105,607-50.1% | $145,884-63.9% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.0pp |
| Annual return | 16.62% | 225.00%-208.4pp | 116.11%-99.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $6,225 | $3,720+67.4% | $3,167+96.6% | $4,662+33.5% |
| Participant deferral / active EE | $7,635 | $5,714+33.6% | $5,011+52.4% | $6,690+14.1% |
| Admin fee / account holder | $1,104 | $17,133-93.6% | $10,958-89.9% | $13,392-91.8% |