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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 | $61,896 | $78,690-21.3% | $161,489-61.7% | $87,485-29.2% |
| Participation rate | 77.8% | 67.5%+10.3pp | 78.7%-0.9pp | 68.9%+8.8pp |
| Annual return | 12.66% | 32.74%-20.1pp | 89.72%-77.1pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,868 | $2,588-27.8% | $4,268-56.2% | $2,596-28.0% |
| Participant deferral / active EE | $2,224 | $3,311-32.8% | $5,630-60.5% | $4,274-48.0% |
| Admin fee / account holder | $32,133 | $6,724+377.9% | $16,006+100.8% | $7,775+313.3% |