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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 | $34,032 | $129,476-73.7% | $93,515-63.6% | $158,982-78.6% |
| Participation rate | 92.9% | 71.0%+21.9pp | 66.8%+26.0pp | 82.0%+10.9pp |
| Annual return | 8.38% | 118.56%-110.2pp | 78.21%-69.8pp | 302.99%-294.6pp |
| Employer contribution / active EE | $911 | $2,717-66.5% | $2,077-56.1% | $4,763-80.9% |
| Participant deferral / active EE | $2,182 | $3,916-44.3% | $3,129-30.3% | $5,983-63.5% |
| Admin fee / account holder | $1,404 | $7,396-81.0% | $5,235-73.2% | $11,252-87.5% |