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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 | $129,842 | $227,566-42.9% | $189,558-31.5% | $167,518-22.5% |
| Participation rate | 94.4% | 82.5%+11.9pp | 78.5%+16.0pp | 82.1%+12.3pp |
| Annual return | 12.19% | 78.43%-66.2pp | 64.19%-52.0pp | 478.71%-466.5pp |
| Employer contribution / active EE | $2,671 | $5,316-49.8% | $4,412-39.5% | $4,838-44.8% |
| Participant deferral / active EE | $6,742 | $7,002-3.7% | $6,174+9.2% | $6,342+6.3% |
| Admin fee / account holder | $44,556 | $11,881+275.0% | $9,809+354.2% | $12,312+261.9% |