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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 | $45,421 | $106,247-57.2% | $96,515-52.9% | $139,466-67.4% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 15.02% | 38.47%-23.4pp | 35.73%-20.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,038 | $4,106-50.4% | $3,740-45.5% | $4,754-57.1% |
| Participant deferral / active EE | $4,461 | $5,456-18.2% | $4,880-8.6% | $6,712-33.5% |
| Admin fee / account holder | $12,700 | $7,885+61.1% | $6,735+88.6% | $11,409+11.3% |