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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 | $39,404 | $71,230-44.7% | $93,727-58.0% | $80,959-51.3% |
| Participation rate | 74.1% | 60.4%+13.7pp | 68.7%+5.4pp | 67.7%+6.4pp |
| Annual return | 12.48% | 11.26%+1.2pp | 133.83%-121.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,780 | $1,565+77.6% | $2,421+14.8% | $2,757+0.8% |
| Participant deferral / active EE | $5,446 | $4,037+34.9% | $4,417+23.3% | $4,300+26.6% |
| Admin fee / account holder | $18,330 | $6,961+163.3% | $8,292+121.1% | $6,925+164.7% |