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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 | $38,844 | $104,694-62.9% | $85,709-54.7% | $167,536-76.8% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 11.26% | 21.45%-10.2pp | 21.49%-10.2pp | 478.82%-467.6pp |
| Employer contribution / active EE | $2,737 | $3,337-18.0% | $2,619+4.5% | $4,839-43.4% |
| Participant deferral / active EE | $7,958 | $4,826+64.9% | $3,924+102.8% | $6,342+25.5% |
| Admin fee / account holder | $24,215 | $10,035+141.3% | $6,876+252.2% | $12,315+96.6% |