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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 | $172,960 | $106,247+62.8% | $96,515+79.2% | $139,466+24.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 19.64% | 38.47%-18.8pp | 35.73%-16.1pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,126 | $4,106-72.6% | $3,740-69.9% | $4,754-76.3% |
| Participant deferral / active EE | $5,629 | $5,456+3.2% | $4,880+15.4% | $6,712-16.1% |
| Admin fee / account holder | $22,650 | $7,885+187.3% | $6,735+236.3% | $11,409+98.5% |