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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 | $91,663 | $176,402-48.0% | $134,162-31.7% | $158,982-42.3% |
| Participation rate | 92.3% | 78.7%+13.6pp | 72.2%+20.1pp | 82.0%+10.3pp |
| Annual return | 10.68% | 63.66%-53.0pp | 36.35%-25.7pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,883 | $5,042-62.7% | $3,705-49.2% | $4,763-60.5% |
| Participant deferral / active EE | $6,344 | $4,093+55.0% | $3,500+81.3% | $5,983+6.0% |
| Admin fee / account holder | $25,912 | $8,719+197.2% | $6,685+287.6% | $11,252+130.3% |