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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 | $93,375 | $124,336-24.9% | $111,303-16.1% | $167,518-44.3% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 13.01% | 37.45%-24.4pp | 54.66%-41.7pp | 478.71%-465.7pp |
| Employer contribution / active EE | $12,456 | $3,436+262.5% | $2,731+356.0% | $4,838+157.4% |
| Participant deferral / active EE | $19,738 | $5,181+281.0% | $4,487+339.9% | $6,342+211.2% |
| Admin fee / account holder | $26,861 | $10,623+152.9% | $7,966+237.2% | $12,312+118.2% |