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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 | $54,861 | $81,358-32.6% | $155,556-64.7% | $80,959-32.2% |
| Participation rate | 75.9% | 66.3%+9.7pp | 78.2%-2.3pp | 67.7%+8.3pp |
| Annual return | 12.53% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,745 | $3,106-43.8% | $4,675-62.7% | $2,757-36.7% |
| Participant deferral / active EE | $4,588 | $3,455+32.8% | $5,631-18.5% | $4,300+6.7% |
| Admin fee / account holder | $19,616 | $7,994+145.4% | $15,885+23.5% | $6,925+183.3% |