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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 | $74,423 | $109,967-32.3% | $97,197-23.4% | $145,877-49.0% |
| Participation rate | 81.3% | 76.0%+5.3pp | 72.7%+8.6pp | 80.3%+0.9pp |
| Annual return | 12.47% | 244.27%-231.8pp | 75.47%-63.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $4,179 | $3,077+35.8% | $2,723+53.5% | $4,663-10.4% |
| Participant deferral / active EE | $8,341 | $4,676+78.4% | $4,263+95.6% | $6,691+24.7% |
| Admin fee / account holder | $19,964 | $6,199+222.0% | $5,637+254.1% | $13,402+49.0% |