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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 | $43,116 | $90,486-52.3% | $78,676-45.2% | $273,972-84.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 17.79% | 75.62%-57.8pp | 62.19%-44.4pp | 41.46%-23.7pp |
| Employer contribution / active EE | $1,732 | $3,175-45.4% | $2,850-39.2% | $4,869-64.4% |
| Participant deferral / active EE | $4,115 | $3,901+5.5% | $3,517+17.0% | $5,287-22.2% |
| Admin fee / account holder | $20,843 | $5,263+296.0% | $4,510+362.2% | $10,133+105.7% |