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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 | $72,838 | $197,637-63.1% | $177,848-59.0% | $158,982-54.2% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 7.39% | 58.77%-51.4pp | 48.33%-40.9pp | 302.99%-295.6pp |
| Employer contribution / active EE | $4,544 | $6,698-32.2% | $5,919-23.2% | $4,763-4.6% |
| Participant deferral / active EE | $6,227 | $8,405-25.9% | $7,714-19.3% | $5,983+4.1% |
| Admin fee / account holder | $39,274 | $15,406+154.9% | $12,431+215.9% | $11,252+249.1% |