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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 | $90,666 | $106,267-14.7% | $96,520-6.1% | $139,456-35.0% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 15.19% | 38.45%-23.3pp | 35.72%-20.5pp | 373.45%-358.3pp |
| Employer contribution / active EE | $22,776 | $4,105+454.9% | $3,739+509.2% | $4,753+379.2% |
| Participant deferral / active EE | $5,695 | $5,454+4.4% | $4,879+16.7% | $6,711-15.1% |
| Admin fee / account holder | $61,604 | $7,882+681.5% | $6,733+814.9% | $11,407+440.1% |