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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 | $45,819 | $81,262-43.6% | $155,602-70.6% | $80,911-43.4% |
| Participation rate | 87.8% | 66.2%+21.6pp | 78.2%+9.6pp | 67.6%+20.2pp |
| Annual return | 10.88% | 33.34%-22.5pp | 64.81%-53.9pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,561 | $3,102-49.7% | $4,675-66.6% | $2,756-43.4% |
| Participant deferral / active EE | $3,529 | $3,451+2.2% | $5,629-37.3% | $4,297-17.9% |
| Admin fee / account holder | $31,979 | $7,992+300.1% | $15,923+100.8% | $6,935+361.1% |