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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 | $39,596 | $90,486-56.2% | $78,676-49.7% | $273,972-85.5% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 7.93% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $7,649 | $3,175+140.9% | $2,850+168.4% | $4,869+57.1% |
| Participant deferral / active EE | $7,174 | $3,901+83.9% | $3,517+104.0% | $5,287+35.7% |
| Admin fee / account holder | $37,968 | $5,263+621.4% | $4,510+741.9% | $10,133+274.7% |