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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 | $90,415 | $157,296-42.5% | $141,191-36.0% | $152,897-40.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 18.51% | 64.34%-45.8pp | 71.41%-52.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $8,759 | $5,262+66.4% | $4,736+84.9% | $4,764+83.9% |
| Participant deferral / active EE | $7,019 | $7,111-1.3% | $6,710+4.6% | $5,851+20.0% |
| Admin fee / account holder | $4,778 | $12,125-60.6% | $10,264-53.5% | $11,599-58.8% |