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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 | $46,879 | $81,262-42.3% | $155,602-69.9% | $80,911-42.1% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 13.35% | 33.34%-20.0pp | 64.81%-51.5pp | 35.63%-22.3pp |
| Employer contribution / active EE | $3,035 | $3,102-2.1% | $4,675-35.1% | $2,756+10.1% |
| Participant deferral / active EE | $2,983 | $3,451-13.6% | $5,629-47.0% | $4,297-30.6% |
| Admin fee / account holder | $26,090 | $7,992+226.5% | $15,923+63.9% | $6,935+276.2% |