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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 | $110,212-28.4% | $96,534-18.3% | $139,466-43.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 12.44% | 26.42%-14.0pp | 25.88%-13.4pp | 373.66%-361.2pp |
| Employer contribution / active EE | $11,112 | $3,620+206.9% | $2,965+274.7% | $4,754+133.7% |
| Participant deferral / active EE | $9,222 | $5,547+66.2% | $4,851+90.1% | $6,712+37.4% |
| Admin fee / account holder | $205,189 | $11,599+1669.1% | $8,253+2386.2% | $11,409+1698.5% |