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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 | $36,142 | $106,115-65.9% | $85,969-58.0% | $125,389-71.2% |
| Participation rate | 90.9% | 84.1%+6.9pp | 76.5%+14.4pp | 83.2%+7.7pp |
| Annual return | 0.32% | 13.93%-13.6pp | 9.32%-9.0pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,110 | $4,537-75.5% | $3,474-68.1% | $4,866-77.2% |
| Participant deferral / active EE | $2,746 | $4,859-43.5% | $3,829-28.3% | $5,352-48.7% |
| Admin fee / account holder | $10,353 | $8,144+27.1% | $6,053+71.0% | $9,541+8.5% |