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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 | $97,230 | $183,592-47.0% | $155,574-37.5% | $145,877-33.3% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 11.31% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $6,940 | $5,317+30.5% | $4,676+48.4% | $4,663+48.8% |
| Participant deferral / active EE | $6,492 | $6,466+0.4% | $5,629+15.3% | $6,691-3.0% |
| Admin fee / account holder | $59,831 | $19,316+209.8% | $15,914+276.0% | $13,402+346.4% |