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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 | $129,002 | $183,516-29.7% | $155,534-17.1% | $145,884-11.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 14.90% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,413 | $5,315-54.6% | $4,675-48.4% | $4,662-48.2% |
| Participant deferral / active EE | $5,584 | $6,467-13.6% | $5,630-0.8% | $6,690-16.5% |
| Admin fee / account holder | $76,277 | $19,293+295.4% | $15,900+379.7% | $13,392+469.6% |