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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 | $111,138 | $152,612-27.2% | $125,192-11.2% | $152,897-27.3% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 28.24% | 54.85%-26.6pp | 43.79%-15.5pp | 345.43%-317.2pp |
| Employer contribution / active EE | $1,964 | $4,947-60.3% | $3,866-49.2% | $4,764-58.8% |
| Participant deferral / active EE | $8,276 | $5,868+41.0% | $4,937+67.6% | $5,851+41.4% |
| Admin fee / account holder | $425 | $13,437-96.8% | $9,704-95.6% | $11,599-96.3% |