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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 | $78,690-36.3% | $161,489-68.9% | $87,485-42.7% |
| Participation rate | 83.8% | 67.5%+16.3pp | 78.7%+5.1pp | 68.9%+14.9pp |
| Annual return | 14.83% | 32.74%-17.9pp | 89.72%-74.9pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,241 | $2,588-52.1% | $4,268-70.9% | $2,596-52.2% |
| Participant deferral / active EE | $3,029 | $3,311-8.5% | $5,630-46.2% | $4,274-29.1% |
| Admin fee / account holder | $16,240 | $6,724+141.5% | $16,006+1.5% | $7,775+108.9% |