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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 | $39,227 | $115,901-66.2% | $100,525-61.0% | $158,931-75.3% |
| Participation rate | 91.3% | 81.6%+9.7pp | 79.4%+11.9pp | 82.0%+9.3pp |
| Annual return | 22.84% | 34.80%-12.0pp | 30.89%-8.0pp | 302.86%-280.0pp |
| Employer contribution / active EE | $1,921 | $4,104-53.2% | $3,418-43.8% | $4,761-59.7% |
| Participant deferral / active EE | $2,944 | $6,675-55.9% | $6,270-53.1% | $5,982-50.8% |
| Admin fee / account holder | $4,028 | $10,998-63.4% | $8,082-50.2% | $11,247-64.2% |