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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 | $52,546 | $96,558-45.6% | $80,977-35.1% | $273,972-80.8% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 6.29% | 15.14%-8.9pp | 17.11%-10.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,249 | $4,869-74.3% | $3,715-66.4% | $4,869-74.3% |
| Participant deferral / active EE | $2,502 | $6,598-62.1% | $5,696-56.1% | $5,287-52.7% |
| Admin fee / account holder | $19,552 | $7,493+160.9% | $5,517+254.4% | $10,133+93.0% |