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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 | $44,787 | $103,008-56.5% | $90,304-50.4% | $152,897-70.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 33.77% | 95.22%-61.5pp | 78.13%-44.4pp | 345.43%-311.7pp |
| Employer contribution / active EE | $2,393 | $3,139-23.8% | $2,855-16.2% | $4,764-49.8% |
| Participant deferral / active EE | $5,994 | $4,281+40.0% | $3,885+54.3% | $5,851+2.4% |
| Admin fee / account holder | $9,709 | $6,175+57.2% | $5,354+81.3% | $11,599-16.3% |