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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 | $52,540 | $91,559-42.6% | $133,978-60.8% | $79,856-34.2% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.5pp | 69.6%+17.7pp |
| Annual return | 13.36% | 61.85%-48.5pp | 45.10%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,209 | $2,384-49.3% | $3,919-69.2% | $2,471-51.1% |
| Participant deferral / active EE | $3,173 | $3,734-15.0% | $5,047-37.1% | $3,741-15.2% |
| Admin fee / account holder | $13,472 | $6,321+113.1% | $8,930+50.9% | $5,306+153.9% |