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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 | $77,949 | $88,672-12.1% | $105,223-25.9% | $82,448-5.5% |
| Participation rate | 88.1% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+20.0pp |
| Annual return | 14.41% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,493 | $3,048-51.0% | $3,689-59.5% | $2,551-41.5% |
| Participant deferral / active EE | $2,800 | $4,036-30.6% | $5,072-44.8% | $4,139-32.4% |
| Admin fee / account holder | $14,490 | $7,146+102.8% | $8,859+63.6% | $7,234+100.3% |