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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 | $42,435 | $112,131-62.2% | $95,964-55.8% | $158,982-73.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 8.70% | 171.19%-162.5pp | 91.64%-82.9pp | 302.99%-294.3pp |
| Employer contribution / active EE | $1,496 | $3,199-53.2% | $2,541-41.1% | $4,763-68.6% |
| Participant deferral / active EE | $2,810 | $4,784-41.3% | $4,167-32.6% | $5,983-53.0% |
| Admin fee / account holder | $11,022 | $10,136+8.7% | $6,797+62.1% | $11,252-2.0% |