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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 | $74,737 | $175,231-57.3% | $149,696-50.1% | $139,466-46.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 12.19% | 166.77%-154.6pp | 134.46%-122.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $10,399 | $5,478+89.8% | $4,821+115.7% | $4,754+118.7% |
| Participant deferral / active EE | $6,315 | $6,521-3.2% | $5,682+11.1% | $6,712-5.9% |
| Admin fee / account holder | $39,634 | $16,155+145.3% | $13,212+200.0% | $11,409+247.4% |