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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 | $78,915 | $110,307-28.5% | $96,576-18.3% | $139,456-43.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 12.44% | 26.40%-14.0pp | 25.87%-13.4pp | 373.45%-361.0pp |
| Employer contribution / active EE | $11,112 | $3,619+207.0% | $2,965+274.8% | $4,753+133.8% |
| Participant deferral / active EE | $9,222 | $5,547+66.2% | $4,851+90.1% | $6,711+37.4% |
| Admin fee / account holder | $205,189 | $11,597+1669.3% | $8,253+2386.3% | $11,407+1698.8% |