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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 | $52,929 | $98,240-46.1% | $82,312-35.7% | $147,586-64.1% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 9.77% | 30.85%-21.1pp | 25.88%-16.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $857 | $3,192-73.1% | $2,428-64.7% | $4,876-82.4% |
| Participant deferral / active EE | $3,358 | $4,383-23.4% | $3,706-9.4% | $5,439-38.3% |
| Admin fee / account holder | $42,259 | $8,563+393.5% | $5,608+653.6% | $10,886+288.2% |