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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 | $37,724 | $75,962-50.3% | $154,108-75.5% | $64,173-41.2% |
| Participation rate | 89.7% | 70.4%+19.2pp | 83.0%+6.6pp | 69.6%+20.1pp |
| Annual return | 8.83% | 30.32%-21.5pp | 735.21%-726.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,081 | $3,350-37.9% | $5,298-60.7% | $2,381-12.6% |
| Participant deferral / active EE | $2,035 | $3,175-35.9% | $5,081-59.9% | $3,470-41.3% |
| Admin fee / account holder | $20,531 | $5,589+267.4% | $13,411+53.1% | $4,887+320.1% |