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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 | $39,132 | $106,280-63.2% | $96,538-59.5% | $139,487-71.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.67% | 38.48%-20.8pp | 35.74%-18.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $2,162 | $4,107-47.3% | $3,740-42.2% | $4,755-54.5% |
| Participant deferral / active EE | $4,716 | $5,457-13.6% | $4,880-3.4% | $6,713-29.7% |
| Admin fee / account holder | $3,317 | $7,888-58.0% | $6,737-50.8% | $11,407-70.9% |