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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 | $47,658 | $88,203-46.0% | $165,100-71.1% | $74,478-36.0% |
| Participation rate | 77.4% | 73.1%+4.2pp | 78.6%-1.3pp | 67.2%+10.2pp |
| Annual return | 12.84% | 17.13%-4.3pp | 70.21%-57.4pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,667 | $2,601+2.5% | $4,348-38.7% | $2,626+1.5% |
| Participant deferral / active EE | $4,661 | $4,505+3.5% | $6,035-22.8% | $4,350+7.1% |
| Admin fee / account holder | $4,899 | $2,235+119.2% | $12,696-61.4% | $1,946+151.8% |