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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 | $27,894 | $59,804-53.4% | $81,982-66.0% | $79,856-65.1% |
| Participation rate | 90.3% | 61.6%+28.7pp | 69.3%+21.1pp | 69.6%+20.7pp |
| Annual return | 11.96% | 17.56%-5.6pp | 41.31%-29.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,054 | $1,713-38.5% | $2,498-57.8% | $2,471-57.3% |
| Participant deferral / active EE | $3,358 | $2,695+24.6% | $3,722-9.8% | $3,741-10.2% |
| Admin fee / account holder | $40,763 | $4,288+850.6% | $5,665+619.5% | $5,306+668.2% |