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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 | $111,814-14.8% | $103,378-7.8% | $145,978-34.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.73% | 24.80%-14.1pp | 24.91%-14.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $22,585 | $4,215+435.8% | $3,870+483.5% | $4,662+384.5% |
| Participant deferral / active EE | $13,968 | $5,618+148.6% | $5,058+176.2% | $6,690+108.8% |
| Admin fee / account holder | $39,568 | $9,764+305.2% | $8,401+371.0% | $13,400+195.3% |