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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 | $50,376 | $90,486-44.3% | $78,676-36.0% | $273,972-81.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 8.15% | 75.62%-67.5pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,502 | $3,175+10.3% | $2,850+22.9% | $4,869-28.1% |
| Participant deferral / active EE | $4,838 | $3,901+24.0% | $3,517+37.6% | $5,287-8.5% |
| Admin fee / account holder | $38,277 | $5,263+627.3% | $4,510+748.7% | $10,133+277.8% |