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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 | $43,961 | $174,379-74.8% | $152,093-71.1% | $138,895-68.3% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 15.05% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,153 | $4,652-53.7% | $4,175-48.4% | $4,194-48.7% |
| Participant deferral / active EE | $4,279 | $6,159-30.5% | $5,451-21.5% | $6,396-33.1% |
| Admin fee / account holder | $81,372 | $16,880+382.1% | $14,497+461.3% | $12,562+547.8% |