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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 | $87,532 | $166,242-47.3% | $165,071-47.0% | $145,884-40.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 12.53% | 100.44%-87.9pp | 70.17%-57.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $9,167 | $5,283+73.5% | $4,347+110.9% | $4,662+96.6% |
| Participant deferral / active EE | $4,905 | $6,964-29.6% | $6,035-18.7% | $6,690-26.7% |
| Admin fee / account holder | $6,125 | $16,658-63.2% | $12,695-51.8% | $13,392-54.3% |