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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 | $37,902 | $48,011-21.1% | $63,803-40.6% | $82,637-54.1% |
| Participation rate | 97.6% | 66.6%+31.1pp | 72.7%+24.9pp | 68.1%+29.6pp |
| Annual return | 14.57% | 19.84%-5.3pp | 543.72%-529.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,909 | $1,904+0.3% | $2,532-24.6% | $2,552-25.2% |
| Participant deferral / active EE | $2,711 | $2,846-4.7% | $3,843-29.5% | $4,126-34.3% |
| Admin fee / account holder | $10,537 | $3,873+172.0% | $5,196+102.8% | $7,339+43.6% |