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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 | $39,942 | $48,078-16.9% | $78,676-49.2% | $62,881-36.5% |
| Participation rate | 86.4% | 65.2%+21.2pp | 73.6%+12.8pp | 69.3%+17.1pp |
| Annual return | 5.53% | 31.36%-25.8pp | 62.19%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,819 | $2,015-9.7% | $2,850-36.2% | $2,281-20.2% |
| Participant deferral / active EE | $2,444 | $2,587-5.5% | $3,517-30.5% | $3,203-23.7% |
| Admin fee / account holder | $14,766 | $3,206+360.6% | $4,510+227.4% | $4,296+243.7% |