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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 | $33,021 | $117,895-72.0% | $102,460-67.8% | $145,897-77.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 9.05% | 31.92%-22.9pp | 29.47%-20.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,976 | $3,619-45.4% | $3,025-34.7% | $4,663-57.6% |
| Participant deferral / active EE | $4,393 | $5,736-23.4% | $5,056-13.1% | $6,689-34.3% |
| Admin fee / account holder | $46,518 | $13,353+248.4% | $9,460+391.7% | $13,390+247.4% |