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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 | $39,660 | $76,407-48.1% | $150,298-73.6% | $82,448-51.9% |
| Participation rate | 72.5% | 66.4%+6.1pp | 77.8%-5.3pp | 68.1%+4.4pp |
| Annual return | 16.90% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,792 | $2,614-31.4% | $4,154-56.9% | $2,551-29.7% |
| Participant deferral / active EE | $3,657 | $3,214+13.8% | $5,453-32.9% | $4,139-11.7% |
| Admin fee / account holder | $16,375 | $6,352+157.8% | $14,116+16.0% | $7,234+126.4% |