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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 | $54,012 | $211,239-74.4% | $178,528-69.7% | $145,877-63.0% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 12.83% | 30.22%-17.4pp | 27.11%-14.3pp | 551.28%-538.4pp |
| Employer contribution / active EE | $6,815 | $4,570+49.1% | $3,950+72.5% | $4,663+46.2% |
| Participant deferral / active EE | $16,551 | $6,963+137.7% | $6,278+163.6% | $6,691+147.4% |
| Admin fee / account holder | $32,291 | $12,095+167.0% | $10,419+209.9% | $13,402+140.9% |