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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 | $36,490 | $118,708-69.3% | $98,920-63.1% | $158,966-77.0% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.7pp | 82.0%-4.2pp |
| Annual return | 12.28% | 372.49%-360.2pp | 196.47%-184.2pp | 302.95%-290.7pp |
| Employer contribution / active EE | $1,511 | $3,334-54.7% | $2,689-43.8% | $4,762-68.3% |
| Participant deferral / active EE | $8,195 | $5,089+61.0% | $4,245+93.1% | $5,983+37.0% |
| Admin fee / account holder | $12,687 | $10,134+25.2% | $6,643+91.0% | $11,250+12.8% |