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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 | $68,552 | $124,980-45.2% | $108,359-36.7% | $154,746-55.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 15.26% | 45.00%-29.7pp | 36.89%-21.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,867 | $2,851-34.5% | $2,399-22.2% | $4,379-57.4% |
| Participant deferral / active EE | $3,438 | $4,743-27.5% | $4,137-16.9% | $6,730-48.9% |
| Admin fee / account holder | $53,831 | $11,502+368.0% | $9,741+452.6% | $14,365+274.7% |