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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 | $50,152 | $86,050-41.7% | $189,758-73.6% | $94,015-46.7% |
| Participation rate | 83.8% | 68.9%+14.9pp | 79.8%+4.0pp | 70.8%+13.0pp |
| Annual return | 14.83% | 17.77%-2.9pp | 52.62%-37.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,241 | $2,819-56.0% | $4,767-74.0% | $2,790-55.5% |
| Participant deferral / active EE | $3,029 | $3,349-9.5% | $5,856-48.3% | $4,249-28.7% |
| Admin fee / account holder | $16,240 | $6,627+145.1% | $20,388-20.3% | $8,951+81.4% |