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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 | $35,962 | $183,539-80.4% | $155,556-76.9% | $145,897-75.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 22.27% | 61.31%-39.0pp | 64.84%-42.6pp | 552.29%-530.0pp |
| Employer contribution / active EE | $7,554 | $5,315+42.1% | $4,675+61.6% | $4,663+62.0% |
| Participant deferral / active EE | $14,210 | $6,467+119.7% | $5,631+152.4% | $6,689+112.4% |
| Admin fee / account holder | $52,588 | $19,275+172.8% | $15,885+231.1% | $13,390+292.7% |