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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 | $75,257 | $78,670-4.3% | $109,173-31.1% | $85,847-12.3% |
| Participation rate | 91.2% | 68.3%+22.9pp | 75.9%+15.3pp | 69.3%+21.9pp |
| Annual return | 12.31% | 25.09%-12.8pp | 25.75%-13.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,050 | $2,734-61.6% | $3,723-71.8% | $2,565-59.1% |
| Participant deferral / active EE | $3,495 | $3,467+0.8% | $4,654-24.9% | $3,952-11.6% |
| Admin fee / account holder | $18,381 | $5,469+236.1% | $6,755+172.1% | $6,261+193.6% |