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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 | $81,017 | $103,392-21.6% | $87,104-7.0% | $152,897-47.0% |
| Participation rate | 93.3% | 79.4%+14.0pp | 76.9%+16.5pp | 82.5%+10.9pp |
| Annual return | 20.36% | 28.10%-7.7pp | 28.19%-7.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $2,385 | $3,221-26.0% | $2,521-5.4% | $4,764-49.9% |
| Participant deferral / active EE | $7,327 | $4,778+53.3% | $4,048+81.0% | $5,851+25.2% |
| Admin fee / account holder | $31,706 | $12,194+160.0% | $7,491+323.3% | $11,599+173.3% |