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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 | $81,331-43.7% | $155,534-70.5% | $80,935-43.4% |
| Participation rate | 87.8% | 66.3%+21.6pp | 78.2%+9.6pp | 67.7%+20.1pp |
| Annual return | 10.88% | 33.37%-22.5pp | 64.92%-54.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,561 | $3,105-49.7% | $4,675-66.6% | $2,757-43.4% |
| Participant deferral / active EE | $3,529 | $3,454+2.2% | $5,630-37.3% | $4,299-17.9% |
| Admin fee / account holder | $31,979 | $7,999+299.8% | $15,900+101.1% | $6,924+361.8% |