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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 | $54,967 | $98,776-44.4% | $149,745-63.3% | $79,856-31.2% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 14.31% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,596 | $3,217-50.4% | $4,646-65.7% | $2,471-35.4% |
| Participant deferral / active EE | $5,773 | $5,681+1.6% | $6,843-15.6% | $3,741+54.3% |
| Admin fee / account holder | $21,946 | $6,053+262.6% | $9,312+135.7% | $5,306+313.6% |