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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 | $53,631 | $97,289-44.9% | $92,805-42.2% | $155,188-65.4% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 11.12% | 29.03%-17.9pp | 31.59%-20.5pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,447 | $3,632-60.2% | $3,424-57.8% | $4,248-65.9% |
| Participant deferral / active EE | $5,387 | $8,795-38.8% | $8,448-36.2% | $6,531-17.5% |
| Admin fee / account holder | $59,683 | $12,015+396.8% | $10,911+447.0% | $14,480+312.2% |