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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 | $42,599 | $57,061-25.3% | $85,063-49.9% | $80,911-47.4% |
| Participation rate | 76.0% | 56.3%+19.7pp | 67.5%+8.5pp | 67.6%+8.4pp |
| Annual return | 10.71% | 21.66%-11.0pp | 66.54%-55.8pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,358 | $1,799-24.5% | $2,727-50.2% | $2,756-50.7% |
| Participant deferral / active EE | $4,030 | $3,110+29.6% | $4,523-10.9% | $4,297-6.2% |
| Admin fee / account holder | $10,115 | $4,986+102.9% | $6,155+64.3% | $6,935+45.9% |