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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 | $86,361 | $112,131-23.0% | $95,964-10.0% | $158,982-45.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 18.44% | 171.19%-152.7pp | 91.64%-73.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $3,541 | $3,199+10.7% | $2,541+39.3% | $4,763-25.7% |
| Participant deferral / active EE | $11,898 | $4,784+148.7% | $4,167+185.6% | $5,983+98.8% |
| Admin fee / account holder | $21,412 | $10,136+111.2% | $6,797+215.0% | $11,252+90.3% |