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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 | $41,474 | $69,977-40.7% | $108,582-61.8% | $62,881-34.0% |
| Participation rate | 95.8% | 72.9%+22.9pp | 79.6%+16.3pp | 69.3%+26.5pp |
| Annual return | 9.89% | 10.73%-0.8pp | -51.70%+61.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $5,110 | $2,135+139.4% | $3,758+36.0% | $2,281+124.0% |
| Participant deferral / active EE | $9,426 | $3,165+197.8% | $4,311+118.7% | $3,203+194.3% |
| Admin fee / account holder | $11,672 | $5,076+129.9% | $7,645+52.7% | $4,296+171.7% |