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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 | $183,592-29.7% | $155,574-17.1% | $145,877-11.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 14.90% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,413 | $5,317-54.6% | $4,676-48.4% | $4,663-48.2% |
| Participant deferral / active EE | $5,584 | $6,466-13.6% | $5,629-0.8% | $6,691-16.5% |
| Admin fee / account holder | $76,277 | $19,316+294.9% | $15,914+379.3% | $13,402+469.1% |