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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 | $44,738 | $78,190-42.8% | $149,600-70.1% | $64,097-30.2% |
| Participation rate | 83.0% | 58.6%+24.4pp | 77.2%+5.8pp | 55.2%+27.8pp |
| Annual return | 15.76% | 34.34%-18.6pp | 129.59%-113.8pp | 34.64%-18.9pp |
| Employer contribution / active EE | $1,238 | $1,942-36.3% | $4,193-70.5% | $1,891-34.6% |
| Participant deferral / active EE | $2,275 | $3,703-38.6% | $7,203-68.4% | $3,080-26.1% |
| Admin fee / account holder | $6,544 | $3,683+77.7% | $13,963-53.1% | $3,454+89.4% |