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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 | $62,260 | $124,351-49.9% | $109,188-43.0% | $167,553-62.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 10.35% | 26.04%-15.7pp | 25.76%-15.4pp | 478.89%-468.5pp |
| Employer contribution / active EE | $13,739 | $4,210+226.4% | $3,723+269.0% | $4,840+183.9% |
| Participant deferral / active EE | $4,249 | $5,257-19.2% | $4,654-8.7% | $6,343-33.0% |
| Admin fee / account holder | $2,528 | $7,975-68.3% | $6,755-62.6% | $12,316-79.5% |