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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 | $31,529 | $102,938-69.4% | $94,105-66.5% | $138,895-77.3% |
| Participation rate | 71.4% | 74.6%-3.2pp | 71.9%-0.5pp | 79.9%-8.5pp |
| Annual return | 14.45% | 250.28%-235.8pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $6,073 | $2,732+122.3% | $2,504+142.5% | $4,194+44.8% |
| Participant deferral / active EE | $11,357 | $4,196+170.6% | $3,881+192.6% | $6,396+77.6% |
| Admin fee / account holder | $84,762 | $6,600+1184.3% | $6,199+1267.3% | $12,562+574.7% |