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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 | $87,120 | $106,280-18.0% | $96,538-9.8% | $139,487-37.5% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 11.89% | 38.48%-26.6pp | 35.74%-23.8pp | 373.84%-362.0pp |
| Employer contribution / active EE | $2,845 | $4,107-30.7% | $3,740-23.9% | $4,755-40.2% |
| Participant deferral / active EE | $4,027 | $5,457-26.2% | $4,880-17.5% | $6,713-40.0% |
| Admin fee / account holder | $19,595 | $7,888+148.4% | $6,737+190.8% | $11,407+71.8% |