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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 | $71,952 | $185,883-61.3% | $170,043-57.7% | $139,466-48.4% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 18.62% | 60.54%-41.9pp | 53.40%-34.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $11,748 | $7,596+54.7% | $6,790+73.0% | $4,754+147.1% |
| Participant deferral / active EE | $6,836 | $11,626-41.2% | $10,410-34.3% | $6,712+1.8% |
| Admin fee / account holder | $4,437 | $15,393-71.2% | $12,824-65.4% | $11,409-61.1% |