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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 | $54,004 | $78,027-30.8% | $178,528-69.8% | $80,925-33.3% |
| Participation rate | 70.5% | 65.7%+4.8pp | 77.1%-6.6pp | 67.7%+2.8pp |
| Annual return | 19.04% | 18.09%+0.9pp | 27.11%-8.1pp | 35.65%-16.6pp |
| Employer contribution / active EE | $1,088 | $2,281-52.3% | $3,950-72.5% | $2,756-60.5% |
| Participant deferral / active EE | $2,712 | $4,408-38.5% | $6,278-56.8% | $4,299-36.9% |
| Admin fee / account holder | $19,257 | $7,168+168.7% | $10,419+84.8% | $6,940+177.5% |