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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 | $74,524 | $154,193-51.7% | $130,045-42.7% | $139,466-46.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 24.22% | 32.51%-8.3pp | -137.30%+161.5pp | 373.66%-349.4pp |
| Employer contribution / active EE | $6,537 | $5,292+23.5% | $4,321+51.3% | $4,754+37.5% |
| Participant deferral / active EE | $9,784 | $6,709+45.8% | $5,820+68.1% | $6,712+45.8% |
| Admin fee / account holder | $966 | $13,989-93.1% | $10,600-90.9% | $11,409-91.5% |