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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 | $30,766 | $77,920-60.5% | $149,723-79.5% | $75,177-59.1% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.4pp |
| Annual return | 16.55% | 31.72%-15.2pp | 134.50%-117.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,927 | $3,138-38.6% | $4,821-60.0% | $2,671-27.9% |
| Participant deferral / active EE | $2,587 | $3,411-24.2% | $5,682-54.5% | $4,126-37.3% |
| Admin fee / account holder | $12,434 | $5,951+109.0% | $13,215-5.9% | $5,651+120.0% |