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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 | $37,635 | $228,395-83.5% | $185,861-79.8% | $158,982-76.3% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 4.83% | 40.82%-36.0pp | 35.96%-31.1pp | 302.99%-298.2pp |
| Employer contribution / active EE | $2,106 | $4,968-57.6% | $4,088-48.5% | $4,763-55.8% |
| Participant deferral / active EE | $3,129 | $6,417-51.2% | $5,634-44.5% | $5,983-47.7% |
| Admin fee / account holder | $92,671 | $11,869+680.8% | $9,503+875.1% | $11,252+723.6% |