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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 | $101,960 | $149,679-31.9% | $117,039-12.9% | $147,585-30.9% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 11.75% | 19.31%-7.6pp | 18.95%-7.2pp | 578.58%-566.8pp |
| Employer contribution / active EE | $2,063 | $4,937-58.2% | $3,785-45.5% | $4,876-57.7% |
| Participant deferral / active EE | $3,237 | $4,912-34.1% | $3,929-17.6% | $5,439-40.5% |
| Admin fee / account holder | $37,104 | $7,856+372.3% | $5,974+521.1% | $10,886+240.9% |