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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 | $44,343 | $154,159-71.2% | $130,026-65.9% | $139,456-68.2% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 9.80% | 32.50%-22.7pp | -137.26%+147.1pp | 373.45%-363.6pp |
| Employer contribution / active EE | $2,663 | $5,292-49.7% | $4,321-38.4% | $4,753-44.0% |
| Participant deferral / active EE | $3,111 | $6,710-53.6% | $5,821-46.5% | $6,711-53.6% |
| Admin fee / account holder | $16,479 | $14,001+17.7% | $10,608+55.3% | $11,407+44.5% |