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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 | $89,745 | $110,337-18.7% | $102,383-12.3% | $145,877-38.5% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.5pp |
| Annual return | 10.80% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $11,573 | $4,216+174.5% | $3,870+199.0% | $4,663+148.2% |
| Participant deferral / active EE | $2,622 | $5,621-53.4% | $5,060-48.2% | $6,691-60.8% |
| Admin fee / account holder | $20,057 | $9,750+105.7% | $8,391+139.0% | $13,402+49.7% |