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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 | $41,431 | $117,829-64.8% | $102,423-59.5% | $145,877-71.6% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.7pp |
| Annual return | 17.04% | 31.83%-14.8pp | 29.42%-12.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $946 | $3,615-73.8% | $3,023-68.7% | $4,663-79.7% |
| Participant deferral / active EE | $3,052 | $5,732-46.8% | $5,054-39.6% | $6,691-54.4% |
| Admin fee / account holder | $39,415 | $13,335+195.6% | $9,455+316.9% | $13,402+194.1% |