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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 | $26,838 | $105,145-74.5% | $94,664-71.6% | $139,466-80.8% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 42.87% | 38.09%+4.8pp | 156.84%-114.0pp | 373.66%-330.8pp |
| Employer contribution / active EE | $6,294 | $4,107+53.2% | $3,673+71.4% | $4,754+32.4% |
| Participant deferral / active EE | $7,868 | $7,599+3.5% | $7,417+6.1% | $6,712+17.2% |
| Admin fee / account holder | $5,210 | $8,972-41.9% | $7,222-27.8% | $11,409-54.3% |