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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 | $55,902 | $108,911-48.7% | $100,392-44.3% | $145,884-61.7% |
| Participation rate | 94.7% | 83.0%+11.8pp | 81.5%+13.2pp | 80.3%+14.4pp |
| Annual return | 13.57% | 58.23%-44.7pp | 49.45%-35.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $7,045 | $4,420+59.4% | $3,941+78.7% | $4,662+51.1% |
| Participant deferral / active EE | $15,063 | $8,459+78.1% | $8,090+86.2% | $6,690+125.2% |
| Admin fee / account holder | $26,910 | $9,698+177.5% | $7,904+240.5% | $13,392+100.9% |