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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 | $42,284 | $108,285-61.0% | $77,552-45.5% | $158,982-73.4% |
| Participation rate | 91.7% | 64.4%+27.2pp | 54.2%+37.5pp | 82.0%+9.7pp |
| Annual return | 13.31% | 31.69%-18.4pp | 54.82%-41.5pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,257 | $1,325-5.1% | $987+27.4% | $4,763-73.6% |
| Participant deferral / active EE | $2,383 | $2,455-2.9% | $1,861+28.1% | $5,983-60.2% |
| Admin fee / account holder | $12,763 | $3,709+244.1% | $2,859+346.4% | $11,252+13.4% |