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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 | $39,683 | $81,476-51.3% | $102,383-61.2% | $80,925-51.0% |
| Participation rate | 79.2% | 66.8%+12.4pp | 74.5%+4.7pp | 67.7%+11.6pp |
| Annual return | 10.91% | 25.59%-14.7pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $3,295 | $3,105+6.1% | $3,870-14.9% | $2,756+19.6% |
| Participant deferral / active EE | $4,266 | $3,871+10.2% | $5,060-15.7% | $4,299-0.8% |
| Admin fee / account holder | $51,574 | $6,717+667.8% | $8,391+514.6% | $6,940+643.1% |