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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 | $53,509 | $101,795-47.4% | $165,100-67.6% | $80,959-33.9% |
| Participation rate | 78.8% | 71.8%+7.0pp | 78.6%+0.2pp | 67.7%+11.1pp |
| Annual return | 12.71% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,169 | $2,954-26.6% | $4,348-50.1% | $2,757-21.3% |
| Participant deferral / active EE | $4,476 | $4,4760% | $6,035-25.8% | $4,300+4.1% |
| Admin fee / account holder | $24,366 | $8,221+196.4% | $12,696+91.9% | $6,925+251.8% |