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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 | $56,060-46.9% | $76,002-60.9% | $80,874-63.2% |
| Participation rate | 73.2% | 62.0%+11.1pp | 69.1%+4.1pp | 67.6%+5.5pp |
| Annual return | 10.79% | 20.54%-9.8pp | 360.07%-349.3pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,329 | $1,873-29.0% | $2,688-50.5% | $2,756-51.8% |
| Participant deferral / active EE | $3,326 | $3,051+9.0% | $4,257-21.9% | $4,297-22.6% |
| Admin fee / account holder | $16,183 | $5,237+209.0% | $6,414+152.3% | $6,935+133.3% |