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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 | $99,611 | $156,616-36.4% | $133,346-25.3% | $198,609-49.8% |
| Participation rate | 91.7% | 77.7%+13.9pp | 72.8%+18.8pp | 82.4%+9.3pp |
| Annual return | 4.18% | 44.25%-40.1pp | 36.85%-32.7pp | 202.70%-198.5pp |
| Employer contribution / active EE | $3,429 | $3,368+1.8% | $2,853+20.2% | $5,055-32.2% |
| Participant deferral / active EE | $10,009 | $4,920+103.4% | $4,332+131.0% | $6,977+43.5% |
| Admin fee / account holder | $43,941 | $17,468+151.6% | $14,264+208.0% | $19,030+130.9% |