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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 | $41,687 | $157,829-73.6% | $136,867-69.5% | $198,609-79.0% |
| Participation rate | 90.9% | 77.2%+13.7pp | 74.5%+16.4pp | 82.4%+8.5pp |
| Annual return | 12.63% | 51.25%-38.6pp | 42.97%-30.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $6,458 | $3,923+64.6% | $3,547+82.1% | $5,055+27.8% |
| Participant deferral / active EE | $2,886 | $5,463-47.2% | $4,924-41.4% | $6,977-58.6% |
| Admin fee / account holder | $20,652 | $11,107+85.9% | $10,340+99.7% | $19,030+8.5% |