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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 | $86,702 | $129,737-33.2% | $119,126-27.2% | $154,746-44.0% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 12.94% | 379.08%-366.1pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $7,218 | $4,375+65.0% | $4,034+78.9% | $4,379+64.8% |
| Participant deferral / active EE | $7,943 | $5,842+36.0% | $5,318+49.4% | $6,730+18.0% |
| Admin fee / account holder | $48,532 | $11,961+305.8% | $10,693+353.9% | $14,365+237.8% |