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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 | $52,641 | $117,895-55.3% | $102,460-48.6% | $145,897-63.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 8.89% | 31.92%-23.0pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,486 | $3,619-58.9% | $3,025-50.9% | $4,663-68.1% |
| Participant deferral / active EE | $3,532 | $5,736-38.4% | $5,056-30.2% | $6,689-47.2% |
| Admin fee / account holder | $819 | $13,353-93.9% | $9,460-91.3% | $13,390-93.9% |