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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 | $52,451 | $72,177-27.3% | $115,037-54.4% | $59,633-12.0% |
| Participation rate | 78.1% | 72.6%+5.6pp | 81.4%-3.2pp | 68.7%+9.5pp |
| Annual return | 0.25% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $3,582 | $2,841+26.1% | $4,608-22.3% | $2,203+62.6% |
| Participant deferral / active EE | $7,847 | $4,783+64.1% | $6,026+30.2% | $3,192+145.9% |
| Admin fee / account holder | $7,188 | $4,927+45.9% | $8,175-12.1% | $4,297+67.3% |