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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 | $94,107 | $106,280-11.5% | $96,538-2.5% | $139,487-32.5% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.1pp |
| Annual return | 14.04% | 38.48%-24.4pp | 35.74%-21.7pp | 373.84%-359.8pp |
| Employer contribution / active EE | $15,373 | $4,107+274.3% | $3,740+311.0% | $4,755+223.3% |
| Participant deferral / active EE | $2,138 | $5,457-60.8% | $4,880-56.2% | $6,713-68.1% |
| Admin fee / account holder | $35,207 | $7,888+346.3% | $6,737+422.6% | $11,407+208.6% |