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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 | $54,534 | $71,230-23.4% | $93,727-41.8% | $80,959-32.6% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.7%+21.6pp |
| Annual return | 13.83% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,294 | $1,565-17.3% | $2,421-46.6% | $2,757-53.1% |
| Participant deferral / active EE | $4,177 | $4,037+3.5% | $4,417-5.4% | $4,300-2.9% |
| Admin fee / account holder | $39,840 | $6,961+472.3% | $8,292+380.5% | $6,925+475.3% |