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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 | $83,221 | $53,841+54.6% | $75,731+9.9% | $85,851-3.1% |
| Participation rate | 97.1% | 69.0%+28.0pp | 74.8%+22.2pp | 69.3%+27.7pp |
| Annual return | 12.74% | 24.54%-11.8pp | 104.65%-91.9pp | 318.63%-305.9pp |
| Employer contribution / active EE | $974 | $2,017-51.7% | $2,743-64.5% | $2,565-62.0% |
| Participant deferral / active EE | $2,141 | $2,895-26.1% | $3,820-44.0% | $3,952-45.8% |
| Admin fee / account holder | $9,705 | $3,340+190.5% | $3,620+168.1% | $6,261+55.0% |