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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 | $39,056 | $94,529-58.7% | $140,019-72.1% | $64,173-39.1% |
| Participation rate | 82.9% | 84.1%-1.2pp | 87.5%-4.6pp | 69.6%+13.4pp |
| Annual return | 0.49% | 7.77%-7.3pp | 651.15%-650.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $2,468 | $3,812-35.3% | $5,605-56.0% | $2,381+3.7% |
| Participant deferral / active EE | $5,473 | $5,250+4.3% | $6,927-21.0% | $3,470+57.7% |
| Admin fee / account holder | $20,747 | $6,741+207.8% | $10,705+93.8% | $4,887+324.5% |