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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 | $52,092 | $79,961-34.9% | $98,462-47.1% | $75,177-30.7% |
| Participation rate | 92.7% | 70.4%+22.3pp | 75.2%+17.5pp | 67.2%+25.5pp |
| Annual return | 16.84% | 19.75%-2.9pp | 21.17%-4.3pp | 160.75%-143.9pp |
| Employer contribution / active EE | $1,220 | $2,264-46.1% | $3,049-60.0% | $2,671-54.3% |
| Participant deferral / active EE | $1,842 | $3,753-50.9% | $4,738-61.1% | $4,126-55.4% |
| Admin fee / account holder | $16,112 | $6,842+135.5% | $8,875+81.6% | $5,651+185.1% |