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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 | $36,705 | $53,832-31.8% | $75,702-51.5% | $85,854-57.2% |
| Participation rate | 71.9% | 69.1%+2.8pp | 74.8%-3.0pp | 69.3%+2.6pp |
| Annual return | 14.65% | 24.55%-9.9pp | 104.56%-89.9pp | 318.56%-303.9pp |
| Employer contribution / active EE | $2,168 | $2,018+7.5% | $2,743-21.0% | $2,565-15.5% |
| Participant deferral / active EE | $4,780 | $2,896+65.1% | $3,822+25.1% | $3,952+21.0% |
| Admin fee / account holder | $8,602 | $3,341+157.5% | $3,619+137.7% | $6,260+37.4% |