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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 | $78,773 | $148,582-47.0% | $135,942-42.1% | $139,456-43.5% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 12.89% | 79.26%-66.4pp | 68.28%-55.4pp | 373.45%-360.6pp |
| Employer contribution / active EE | $1,628 | $5,245-69.0% | $4,858-66.5% | $4,753-65.7% |
| Participant deferral / active EE | $3,639 | $8,101-55.1% | $7,759-53.1% | $6,711-45.8% |
| Admin fee / account holder | $36,447 | $12,402+193.9% | $10,764+238.6% | $11,407+219.5% |