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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 | $96,181 | $124,330-22.6% | $109,173-11.9% | $167,536-42.6% |
| Participation rate | 93.3% | 79.5%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 9.84% | 26.04%-16.2pp | 25.75%-15.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $4,559 | $4,209+8.3% | $3,723+22.5% | $4,839-5.8% |
| Participant deferral / active EE | $5,111 | $5,256-2.8% | $4,654+9.8% | $6,342-19.4% |
| Admin fee / account holder | $104,975 | $7,974+1216.5% | $6,755+1454.1% | $12,315+752.4% |