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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 | $95,264 | $110,337-13.7% | $102,383-7.0% | $145,877-34.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.73% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $22,585 | $4,216+435.7% | $3,870+483.6% | $4,663+384.4% |
| Participant deferral / active EE | $13,968 | $5,621+148.5% | $5,060+176.1% | $6,691+108.8% |
| Admin fee / account holder | $39,568 | $9,750+305.8% | $8,391+371.5% | $13,402+195.2% |