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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 | $172,111-41.4% | $150,298-32.9% | $137,256-26.5% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 12.04% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $9,947 | $4,636+114.6% | $4,154+139.5% | $4,156+139.3% |
| Participant deferral / active EE | $7,481 | $6,166+21.3% | $5,453+37.2% | $6,407+16.8% |
| Admin fee / account holder | $54,270 | $16,471+229.5% | $14,116+284.5% | $12,270+342.3% |