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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 | $56,063-46.9% | $76,051-60.9% | $80,911-63.2% |
| Participation rate | 73.2% | 62.0%+11.1pp | 69.1%+4.1pp | 67.6%+5.5pp |
| Annual return | 10.79% | 20.54%-9.8pp | 360.42%-349.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,329 | $1,874-29.1% | $2,690-50.6% | $2,756-51.8% |
| Participant deferral / active EE | $3,326 | $3,052+9.0% | $4,257-21.9% | $4,297-22.6% |
| Admin fee / account holder | $16,183 | $5,240+208.8% | $6,416+152.2% | $6,935+133.4% |