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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 | $95,996 | $110,337-13.0% | $102,383-6.2% | $145,877-34.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.27% | 24.83%-14.6pp | 24.94%-14.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $18,263 | $4,216+333.2% | $3,870+371.9% | $4,663+291.7% |
| Participant deferral / active EE | $6,417 | $5,621+14.2% | $5,060+26.8% | $6,691-4.1% |
| Admin fee / account holder | $27,150 | $9,750+178.5% | $8,391+223.5% | $13,402+102.6% |