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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 | $66,379 | $106,923-37.9% | $84,023-21.0% | $152,909-56.6% |
| Participation rate | 90.0% | 75.3%+14.7pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 17.52% | 105.02%-87.5pp | 71.32%-53.8pp | 345.46%-327.9pp |
| Employer contribution / active EE | $3,414 | $2,735+24.8% | $1,984+72.1% | $4,764-28.3% |
| Participant deferral / active EE | $8,634 | $4,013+115.2% | $3,239+166.5% | $5,851+47.6% |
| Admin fee / account holder | $36,001 | $8,289+334.3% | $6,102+490.0% | $11,601+210.3% |