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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 | $54,356 | $172,111-68.4% | $150,298-63.8% | $137,256-60.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 12.44% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $10,872 | $4,636+134.5% | $4,154+161.7% | $4,156+161.6% |
| Participant deferral / active EE | $9,231 | $6,166+49.7% | $5,453+69.3% | $6,407+44.1% |
| Admin fee / account holder | $297,788 | $16,471+1708.0% | $14,116+2009.6% | $12,270+2326.9% |