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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 | $110,410 | $118,708-7.0% | $98,920+11.6% | $158,966-30.5% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+8.9pp |
| Annual return | 5.55% | 372.49%-366.9pp | 196.47%-190.9pp | 302.95%-297.4pp |
| Employer contribution / active EE | $2,414 | $3,334-27.6% | $2,689-10.3% | $4,762-49.3% |
| Participant deferral / active EE | $2,888 | $5,089-43.3% | $4,245-32.0% | $5,983-51.7% |
| Admin fee / account holder | $4,375 | $10,134-56.8% | $6,643-34.1% | $11,250-61.1% |