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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 | $39,947 | $105,856-62.3% | $90,161-55.7% | $147,586-72.9% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 14.70% | 37.63%-22.9pp | 34.89%-20.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,381 | $4,126-18.1% | $3,318+1.9% | $4,876-30.7% |
| Participant deferral / active EE | $8,466 | $5,733+47.7% | $5,287+60.1% | $5,439+55.7% |
| Admin fee / account holder | $16,567 | $8,046+105.9% | $5,943+178.8% | $10,886+52.2% |