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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 | $89,870 | $176,402-49.1% | $134,162-33.0% | $158,966-43.5% |
| Participation rate | 95.0% | 78.7%+16.3pp | 72.2%+22.8pp | 82.0%+13.0pp |
| Annual return | 13.37% | 63.66%-50.3pp | 36.35%-23.0pp | 302.95%-289.6pp |
| Employer contribution / active EE | $903 | $5,042-82.1% | $3,705-75.6% | $4,762-81.0% |
| Participant deferral / active EE | $8,099 | $4,093+97.9% | $3,500+131.4% | $5,983+35.4% |
| Admin fee / account holder | $11,348 | $8,719+30.2% | $6,685+69.7% | $11,250+0.9% |