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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 | $46,303 | $100,901-54.1% | $75,501-38.7% | $147,586-68.6% |
| Participation rate | 86.7% | 77.1%+9.5pp | 72.4%+14.3pp | 82.8%+3.8pp |
| Annual return | 12.17% | 35.78%-23.6pp | 27.35%-15.2pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,679 | $3,253-17.7% | $2,352+13.9% | $4,876-45.1% |
| Participant deferral / active EE | $2,981 | $4,027-26.0% | $3,142-5.1% | $5,439-45.2% |
| Admin fee / account holder | $19,309 | $11,285+71.1% | $5,801+232.9% | $10,886+77.4% |