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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 | $31,812 | $62,592-49.2% | $85,709-62.9% | $85,847-62.9% |
| Participation rate | 87.1% | 61.1%+26.0pp | 69.9%+17.2pp | 69.3%+17.8pp |
| Annual return | 17.87% | 23.77%-5.9pp | 21.49%-3.6pp | 318.61%-300.7pp |
| Employer contribution / active EE | $4,178 | $1,755+138.0% | $2,619+59.6% | $2,565+62.9% |
| Participant deferral / active EE | $8,474 | $2,802+202.4% | $3,924+116.0% | $3,952+114.4% |
| Admin fee / account holder | $11,850 | $4,643+155.2% | $6,876+72.3% | $6,261+89.3% |