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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 | $65,793 | $105,856-37.8% | $90,161-27.0% | $147,586-55.4% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.4pp | 82.8%+12.4pp |
| Annual return | 20.40% | 37.63%-17.2pp | 34.89%-14.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $911 | $4,126-77.9% | $3,318-72.5% | $4,876-81.3% |
| Participant deferral / active EE | $5,534 | $5,733-3.5% | $5,287+4.7% | $5,439+1.8% |
| Admin fee / account holder | $38,421 | $8,046+377.5% | $5,943+546.5% | $10,886+252.9% |