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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 | $109,415 | $53,837+103.2% | $75,714+44.5% | $85,847+27.5% |
| Participation rate | 90.0% | 69.1%+20.9pp | 74.8%+15.2pp | 69.3%+20.7pp |
| Annual return | 14.50% | 24.54%-10.0pp | 104.62%-90.1pp | 318.61%-304.1pp |
| Employer contribution / active EE | $2,110 | $2,017+4.6% | $2,744-23.1% | $2,565-17.8% |
| Participant deferral / active EE | $5,981 | $2,895+106.6% | $3,820+56.6% | $3,952+51.3% |
| Admin fee / account holder | $9,994 | $3,339+199.3% | $3,619+176.2% | $6,261+59.6% |