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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 | $103,069 | $166,131-38.0% | $164,975-37.5% | $145,877-29.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 12.16% | 100.37%-88.2pp | 70.12%-58.0pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,874 | $5,276-7.6% | $4,343+12.2% | $4,663+4.5% |
| Participant deferral / active EE | $5,213 | $6,962-25.1% | $6,033-13.6% | $6,691-22.1% |
| Admin fee / account holder | $31,057 | $16,648+86.6% | $12,688+144.8% | $13,402+131.7% |