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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 | $86,492 | $148,629-41.8% | $135,982-36.4% | $139,487-38.0% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.1pp |
| Annual return | 20.33% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $1,852 | $5,247-64.7% | $4,859-61.9% | $4,755-61.0% |
| Participant deferral / active EE | $12,464 | $8,102+53.8% | $7,760+60.6% | $6,713+85.7% |
| Admin fee / account holder | $64,090 | $12,406+416.6% | $10,767+495.2% | $11,407+461.8% |