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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 | $74,533 | $78,670-5.3% | $109,173-31.7% | $85,847-13.2% |
| Participation rate | 87.8% | 68.3%+19.5pp | 75.9%+11.9pp | 69.3%+18.5pp |
| Annual return | 16.46% | 25.09%-8.6pp | 25.75%-9.3pp | 318.61%-302.1pp |
| Employer contribution / active EE | $21,812 | $2,734+697.8% | $3,723+485.9% | $2,565+750.3% |
| Participant deferral / active EE | $3,091 | $3,467-10.9% | $4,654-33.6% | $3,952-21.8% |
| Admin fee / account holder | $17,947 | $5,469+228.1% | $6,755+165.7% | $6,261+186.7% |