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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 | $53,136 | $116,203-54.3% | $93,621-43.2% | $152,897-65.2% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.8%+17.9pp | 82.5%+11.3pp |
| Annual return | 19.19% | 35.96%-16.8pp | 32.76%-13.6pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,956 | $3,219-39.2% | $2,719-28.0% | $4,764-58.9% |
| Participant deferral / active EE | $4,679 | $4,605+1.6% | $4,070+15.0% | $5,851-20.0% |
| Admin fee / account holder | $28,547 | $10,751+165.5% | $7,890+261.8% | $11,599+146.1% |