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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 | $39,915 | $105,856-62.3% | $90,161-55.7% | $147,585-73.0% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.5pp | 82.8%-9.5pp |
| Annual return | 19.92% | 37.63%-17.7pp | 34.89%-15.0pp | 578.58%-558.7pp |
| Employer contribution / active EE | $2,848 | $4,126-31.0% | $3,318-14.2% | $4,876-41.6% |
| Participant deferral / active EE | $4,494 | $5,733-21.6% | $5,287-15.0% | $5,439-17.4% |
| Admin fee / account holder | $7,957 | $8,046-1.1% | $5,943+33.9% | $10,886-26.9% |