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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 | $114,308 | $117,846-3.0% | $102,434+11.6% | $145,884-21.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.88% | 31.90%-22.0pp | 29.46%-19.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,639 | $3,615-54.7% | $3,023-45.8% | $4,662-64.9% |
| Participant deferral / active EE | $3,734 | $5,733-34.9% | $5,055-26.1% | $6,690-44.2% |
| Admin fee / account holder | $120,349 | $13,356+801.1% | $9,462+1171.9% | $13,392+798.7% |