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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 | $69,344 | $105,856-34.5% | $90,161-23.1% | $147,585-53.0% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 13.54% | 37.63%-24.1pp | 34.89%-21.3pp | 578.58%-565.0pp |
| Employer contribution / active EE | $4,808 | $4,126+16.5% | $3,318+44.9% | $4,876-1.4% |
| Participant deferral / active EE | $9,021 | $5,733+57.4% | $5,287+70.6% | $5,439+65.9% |
| Admin fee / account holder | $38,721 | $8,046+381.2% | $5,943+551.5% | $10,886+255.7% |