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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 | $102,954 | $157,296-34.5% | $141,191-27.1% | $152,897-32.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 19.02% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $8,826 | $5,262+67.7% | $4,736+86.4% | $4,764+85.3% |
| Participant deferral / active EE | $18,045 | $7,111+153.8% | $6,710+168.9% | $5,851+208.4% |
| Admin fee / account holder | $57,872 | $12,125+377.3% | $10,264+463.8% | $11,599+398.9% |