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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 | $74,079 | $115,814-36.0% | $101,275-26.9% | $158,982-53.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 30.78% | 56.16%-25.4pp | 46.48%-15.7pp | 302.99%-272.2pp |
| Employer contribution / active EE | $10,181 | $4,176+143.8% | $3,660+178.2% | $4,763+113.8% |
| Participant deferral / active EE | $6,478 | $4,958+30.6% | $4,371+48.2% | $5,983+8.3% |
| Admin fee / account holder | $1,282 | $7,249-82.3% | $5,948-78.4% | $11,252-88.6% |