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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 | $36,126 | $69,248-47.8% | $64,101-43.6% | $139,466-74.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 17.62% | 45.95%-28.3pp | 33.72%-16.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,083 | $3,185-3.2% | $2,749+12.2% | $4,754-35.1% |
| Participant deferral / active EE | $4,195 | $4,682-10.4% | $3,881+8.1% | $6,712-37.5% |
| Admin fee / account holder | $25,230 | $4,247+494.0% | $3,070+721.7% | $11,409+121.1% |