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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 | $41,350 | $73,955-44.1% | $96,520-57.2% | $75,181-45.0% |
| Participation rate | 72.7% | 66.4%+6.3pp | 74.3%-1.6pp | 67.2%+5.5pp |
| Annual return | 15.23% | 26.72%-11.5pp | 35.72%-20.5pp | 160.69%-145.5pp |
| Employer contribution / active EE | $1,519 | $2,930-48.1% | $3,739-59.4% | $2,671-43.1% |
| Participant deferral / active EE | $2,853 | $3,659-22.0% | $4,879-41.5% | $4,126-30.8% |
| Admin fee / account holder | $12,151 | $5,217+132.9% | $6,733+80.5% | $5,650+115.1% |