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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 | $107,692 | $165,399-34.9% | $149,745-28.1% | $158,982-32.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 14.67% | 348.34%-333.7pp | 276.72%-262.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,116 | $5,105-58.6% | $4,646-54.5% | $4,763-55.6% |
| Participant deferral / active EE | $4,790 | $7,183-33.3% | $6,843-30.0% | $5,983-19.9% |
| Admin fee / account holder | $35,890 | $10,811+232.0% | $9,312+285.4% | $11,252+219.0% |