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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 | $109,858 | $157,829-30.4% | $136,867-19.7% | $198,609-44.7% |
| Participation rate | 91.7% | 77.2%+14.5pp | 74.5%+17.1pp | 82.4%+9.3pp |
| Annual return | 8.29% | 51.25%-43.0pp | 42.97%-34.7pp | 202.70%-194.4pp |
| Employer contribution / active EE | $7,056 | $3,923+79.9% | $3,547+98.9% | $5,055+39.6% |
| Participant deferral / active EE | $3,041 | $5,463-44.3% | $4,924-38.2% | $6,977-56.4% |
| Admin fee / account holder | $27,062 | $11,107+143.6% | $10,340+161.7% | $19,030+42.2% |