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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 | $134,417 | $165,939-19.0% | $122,354+9.9% | $147,586-8.9% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.2pp | 82.8%+6.1pp |
| Annual return | 13.35% | 34.56%-21.2pp | 30.28%-16.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $3,902 | $5,754-32.2% | $4,051-3.7% | $4,876-20.0% |
| Participant deferral / active EE | $9,334 | $4,005+133.0% | $3,287+183.9% | $5,439+71.6% |
| Admin fee / account holder | $18,979 | $7,425+155.6% | $5,479+246.4% | $10,886+74.3% |