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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 | $156,497 | $222,882-29.8% | $182,153-14.1% | $198,609-21.2% |
| Participation rate | 90.0% | 67.8%+22.2pp | 65.7%+24.3pp | 82.4%+7.6pp |
| Annual return | 11.34% | 38.53%-27.2pp | 35.04%-23.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $1,843 | $2,741-32.8% | $2,593-28.9% | $5,055-63.5% |
| Participant deferral / active EE | $3,200 | $4,212-24.0% | $3,776-15.3% | $6,977-54.1% |
| Admin fee / account holder | $44,018 | $8,972+390.6% | $9,477+364.5% | $19,030+131.3% |