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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 | $102,705 | $148,623-30.9% | $135,974-24.5% | $139,466-26.4% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 16.49% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $14,068 | $5,246+168.1% | $4,859+189.5% | $4,754+195.9% |
| Participant deferral / active EE | $28,135 | $8,103+247.2% | $7,760+262.6% | $6,712+319.2% |
| Admin fee / account holder | $38,721 | $12,406+212.1% | $10,767+259.6% | $11,409+239.4% |