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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 | $96,913 | $208,088-53.4% | $186,193-47.9% | $154,746-37.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 21.78% | 89.97%-68.2pp | 78.03%-56.2pp | 172.34%-150.6pp |
| Employer contribution / active EE | $6,388 | $4,340+47.2% | $3,918+63.0% | $4,379+45.9% |
| Participant deferral / active EE | $21,145 | $7,078+198.7% | $6,513+224.7% | $6,730+214.2% |
| Admin fee / account holder | $48,257 | $11,698+312.5% | $11,058+336.4% | $14,365+235.9% |