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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 | $94,493 | $156,616-39.7% | $133,346-29.1% | $198,609-52.4% |
| Participation rate | 94.7% | 77.7%+17.0pp | 72.8%+21.9pp | 82.4%+12.4pp |
| Annual return | 9.88% | 44.25%-34.4pp | 36.85%-27.0pp | 202.70%-192.8pp |
| Employer contribution / active EE | $6,151 | $3,368+82.6% | $2,853+115.6% | $5,055+21.7% |
| Participant deferral / active EE | $3,125 | $4,920-36.5% | $4,332-27.9% | $6,977-55.2% |
| Admin fee / account holder | $24,964 | $17,468+42.9% | $14,264+75.0% | $19,030+31.2% |