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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 | $100,889 | $227,399-55.6% | $189,758-46.8% | $198,609-49.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 79.8%+13.5pp | 82.4%+11.0pp |
| Annual return | 12.04% | 61.03%-49.0pp | 52.62%-40.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $9,947 | $5,526+80.0% | $4,767+108.7% | $5,055+96.8% |
| Participant deferral / active EE | $7,481 | $6,837+9.4% | $5,856+27.8% | $6,977+7.2% |
| Admin fee / account holder | $54,270 | $25,162+115.7% | $20,388+166.2% | $19,030+185.2% |