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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 | $70,505 | $185,905-62.1% | $170,057-58.5% | $139,487-49.5% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.4pp | 80.3%+15.1pp |
| Annual return | 12.41% | 60.56%-48.2pp | 53.42%-41.0pp | 373.84%-361.4pp |
| Employer contribution / active EE | $3,310 | $7,597-56.4% | $6,790-51.3% | $4,755-30.4% |
| Participant deferral / active EE | $4,125 | $11,627-64.5% | $10,411-60.4% | $6,713-38.5% |
| Admin fee / account holder | $8,631 | $15,397-43.9% | $12,826-32.7% | $11,407-24.3% |