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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 | $41,326 | $110,240-62.5% | $96,544-57.2% | $139,487-70.4% |
| Participation rate | 93.8% | 78.1%+15.6pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 9.92% | 26.41%-16.5pp | 25.88%-16.0pp | 373.84%-363.9pp |
| Employer contribution / active EE | $1,667 | $3,622-54.0% | $2,966-43.8% | $4,755-64.9% |
| Participant deferral / active EE | $1,753 | $5,549-68.4% | $4,851-63.9% | $6,713-73.9% |
| Admin fee / account holder | $65,062 | $11,602+460.8% | $8,254+688.2% | $11,407+470.3% |