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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 | $42,608 | $83,337-48.9% | $67,834-37.2% | $273,972-84.4% |
| Participation rate | 85.7% | 76.4%+9.3pp | 68.8%+16.9pp | 83.0%+2.7pp |
| Annual return | 8.24% | 259.45%-251.2pp | 138.47%-130.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,461 | $3,287-55.6% | $2,403-39.2% | $4,869-70.0% |
| Participant deferral / active EE | $2,052 | $4,088-49.8% | $3,160-35.1% | $5,287-61.2% |
| Admin fee / account holder | $20,602 | $6,752+205.1% | $4,622+345.7% | $10,133+103.3% |