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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 | $58,827 | $69,274-15.1% | $64,097-8.2% | $139,487-57.8% |
| Participation rate | 90.5% | 75.6%+14.9pp | 72.3%+18.2pp | 80.3%+10.1pp |
| Annual return | 11.09% | 46.00%-34.9pp | 33.75%-22.7pp | 373.84%-362.8pp |
| Employer contribution / active EE | $7,830 | $3,187+145.7% | $2,750+184.7% | $4,755+64.7% |
| Participant deferral / active EE | $3,914 | $4,685-16.5% | $3,881+0.8% | $6,713-41.7% |
| Admin fee / account holder | $7,139 | $4,247+68.1% | $3,070+132.6% | $11,407-37.4% |