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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 | $47,568 | $72,273-34.2% | $101,275-53.0% | $79,856-40.4% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 13.97% | 22.30%-8.3pp | 46.48%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $636 | $2,691-76.4% | $3,660-82.6% | $2,471-74.3% |
| Participant deferral / active EE | $1,882 | $3,282-42.6% | $4,371-56.9% | $3,741-49.7% |
| Admin fee / account holder | $20,713 | $4,401+370.6% | $5,948+248.2% | $5,306+290.3% |