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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 | $104,664-62.9% | $85,693-54.7% | $167,518-76.8% |
| 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 | 478.71%-467.4pp |
| Employer contribution / active EE | $2,737 | $3,337-18.0% | $2,618+4.6% | $4,838-43.4% |
| Participant deferral / active EE | $7,958 | $4,824+65.0% | $3,923+102.9% | $6,342+25.5% |
| Admin fee / account holder | $24,215 | $10,032+141.4% | $6,874+252.2% | $12,312+96.7% |