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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 | $37,713 | $116,203-67.5% | $93,621-59.7% | $152,909-75.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.8%+14.2pp | 82.5%+7.5pp |
| Annual return | 12.76% | 35.96%-23.2pp | 32.76%-20.0pp | 345.46%-332.7pp |
| Employer contribution / active EE | $2,022 | $3,219-37.2% | $2,719-25.6% | $4,764-57.6% |
| Participant deferral / active EE | $4,307 | $4,605-6.5% | $4,070+5.8% | $5,851-26.4% |
| Admin fee / account holder | $43,734 | $10,751+306.8% | $7,890+454.3% | $11,601+277.0% |