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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 | $76,306 | $86,298-11.6% | $111,308-31.4% | $85,847-11.1% |
| Participation rate | 91.1% | 73.3%+17.8pp | 77.3%+13.8pp | 69.3%+21.8pp |
| Annual return | 20.62% | 19.99%+0.6pp | 54.67%-34.0pp | 318.61%-298.0pp |
| Employer contribution / active EE | $10,660 | $2,044+421.6% | $2,732+290.2% | $2,565+315.5% |
| Participant deferral / active EE | $21,261 | $3,641+484.0% | $4,487+373.8% | $3,952+438.0% |
| Admin fee / account holder | $12,520 | $8,189+52.9% | $7,965+57.2% | $6,261+100.0% |