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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 | $64,388 | $110,379-41.7% | $102,412-37.1% | $145,884-55.9% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 21.39% | 24.84%-3.5pp | 24.94%-3.6pp | 551.85%-530.5pp |
| Employer contribution / active EE | $3,122 | $4,216-25.9% | $3,870-19.3% | $4,662-33.0% |
| Participant deferral / active EE | $9,378 | $5,622+66.8% | $5,060+85.3% | $6,690+40.2% |
| Admin fee / account holder | $120,577 | $9,745+1137.3% | $8,388+1337.6% | $13,392+800.4% |