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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 | $80,703 | $87,132-7.4% | $105,624-23.6% | $80,959-0.3% |
| Participation rate | 90.2% | 70.4%+19.8pp | 75.3%+14.9pp | 67.7%+22.5pp |
| Annual return | 14.94% | 17.03%-2.1pp | 116.20%-101.3pp | 35.67%-20.7pp |
| Employer contribution / active EE | $9,267 | $2,397+286.6% | $3,168+192.5% | $2,757+236.1% |
| Participant deferral / active EE | $33,825 | $3,985+748.7% | $5,013+574.8% | $4,300+686.6% |
| Admin fee / account holder | $30,918 | $8,449+265.9% | $10,961+182.1% | $6,925+346.4% |