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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 | $211,288-79.2% | $178,540-75.4% | $145,884-69.9% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.38% | 30.27%-21.9pp | 27.15%-18.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $3,086 | $4,574-32.5% | $3,953-21.9% | $4,662-33.8% |
| Participant deferral / active EE | $6,738 | $6,967-3.3% | $6,281+7.3% | $6,690+0.7% |
| Admin fee / account holder | $54,045 | $12,105+346.5% | $10,424+418.4% | $13,392+303.6% |