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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 | $43,986 | $62,592-29.7% | $85,709-48.7% | $85,847-48.8% |
| Participation rate | 71.8% | 61.1%+10.7pp | 69.9%+1.9pp | 69.3%+2.5pp |
| Annual return | 14.85% | 23.77%-8.9pp | 21.49%-6.6pp | 318.61%-303.8pp |
| Employer contribution / active EE | $1,280 | $1,755-27.1% | $2,619-51.1% | $2,565-50.1% |
| Participant deferral / active EE | $4,350 | $2,802+55.2% | $3,924+10.9% | $3,952+10.1% |
| Admin fee / account holder | $1,489 | $4,643-67.9% | $6,876-78.3% | $6,261-76.2% |