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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 | $43,952 | $211,224-79.2% | $178,505-75.4% | $145,897-69.9% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.38% | 30.28%-21.9pp | 27.16%-18.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $3,086 | $4,577-32.6% | $3,955-22.0% | $4,663-33.8% |
| Participant deferral / active EE | $6,738 | $6,966-3.3% | $6,280+7.3% | $6,689+0.7% |
| Admin fee / account holder | $54,045 | $12,109+346.3% | $10,428+418.3% | $13,390+303.6% |