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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 | $90,337 | $110,337-18.1% | $102,383-11.8% | $145,877-38.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 10.99% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,503 | $4,216-40.6% | $3,870-35.3% | $4,663-46.3% |
| Participant deferral / active EE | $6,059 | $5,621+7.8% | $5,060+19.7% | $6,691-9.4% |
| Admin fee / account holder | $24,579 | $9,750+152.1% | $8,391+192.9% | $13,402+83.4% |