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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 | $56,111 | $85,024-34.0% | $70,544-20.5% | $139,466-59.8% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.4%+20.5pp | 80.3%+8.6pp |
| Annual return | 12.58% | 30.39%-17.8pp | 32.79%-20.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $4,123 | $3,912+5.4% | $2,976+38.6% | $4,754-13.3% |
| Participant deferral / active EE | $2,978 | $5,891-49.4% | $4,568-34.8% | $6,712-55.6% |
| Admin fee / account holder | $26,634 | $8,928+198.3% | $6,427+314.4% | $11,409+133.5% |