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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 | $90,732 | $117,895-23.0% | $102,460-11.4% | $145,897-37.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.68% | 31.92%-17.2pp | 29.47%-14.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,451 | $3,619-59.9% | $3,025-52.0% | $4,663-68.9% |
| Participant deferral / active EE | $10,384 | $5,736+81.0% | $5,056+105.4% | $6,689+55.2% |
| Admin fee / account holder | $31,390 | $13,353+135.1% | $9,460+231.8% | $13,390+134.4% |