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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 | $100,160 | $185,883-46.1% | $170,043-41.1% | $139,466-28.2% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 12.33% | 60.54%-48.2pp | 53.40%-41.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,976 | $7,596-60.8% | $6,790-56.2% | $4,754-37.4% |
| Participant deferral / active EE | $8,591 | $11,626-26.1% | $10,410-17.5% | $6,712+28.0% |
| Admin fee / account holder | $20,069 | $15,393+30.4% | $12,824+56.5% | $11,409+75.9% |