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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 | $29,746 | $55,889-46.8% | $76,119-60.9% | $80,935-63.2% |
| Participation rate | 73.2% | 62.1%+11.1pp | 69.1%+4.1pp | 67.7%+5.5pp |
| Annual return | 10.79% | 20.58%-9.8pp | 361.25%-350.5pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,329 | $1,866-28.8% | $2,693-50.6% | $2,757-51.8% |
| Participant deferral / active EE | $3,326 | $3,051+9.0% | $4,259-21.9% | $4,299-22.6% |
| Admin fee / account holder | $16,183 | $5,241+208.8% | $6,421+152.0% | $6,924+133.7% |