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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 | $117,787 | $149,741-21.3% | $118,914-0.9% | $158,982-25.9% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+8.9pp |
| Annual return | 8.11% | 19.94%-11.8pp | 35.89%-27.8pp | 302.99%-294.9pp |
| Employer contribution / active EE | $2,826 | $4,119-31.4% | $3,264-13.4% | $4,763-40.7% |
| Participant deferral / active EE | $7,501 | $5,226+43.5% | $4,266+75.8% | $5,983+25.4% |
| Admin fee / account holder | $11,640 | $8,607+35.2% | $6,582+76.8% | $11,252+3.5% |