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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 | $87,059-7.3% | $105,608-23.6% | $80,925-0.3% |
| Participation rate | 90.2% | 70.4%+19.7pp | 75.3%+14.9pp | 67.7%+22.5pp |
| Annual return | 14.94% | 17.05%-2.1pp | 116.50%-101.6pp | 35.65%-20.7pp |
| Employer contribution / active EE | $9,267 | $2,396+286.7% | $3,167+192.6% | $2,756+236.2% |
| Participant deferral / active EE | $33,825 | $3,986+748.6% | $5,010+575.2% | $4,299+686.9% |
| Admin fee / account holder | $30,918 | $8,443+266.2% | $11,028+180.4% | $6,940+345.5% |