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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 | $96,727 | $127,298-24.0% | $109,916-12.0% | $167,553-42.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 12.74% | 22.97%-10.2pp | 29.46%-16.7pp | 478.89%-466.2pp |
| Employer contribution / active EE | $11,780 | $3,325+254.3% | $2,844+314.2% | $4,840+143.4% |
| Participant deferral / active EE | $7,254 | $4,513+60.7% | $4,047+79.2% | $6,343+14.4% |
| Admin fee / account holder | $1,645 | $7,119-76.9% | $6,069-72.9% | $12,316-86.6% |