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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 | $60,159 | $78,428-23.3% | $95,960-37.3% | $79,852-24.7% |
| Participation rate | 74.2% | 73.5%+0.7pp | 77.1%-2.9pp | 69.6%+4.6pp |
| Annual return | 12.85% | 19.37%-6.5pp | 91.63%-78.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $1,282 | $1,945-34.1% | $2,541-49.6% | $2,471-48.1% |
| Participant deferral / active EE | $1,727 | $3,440-49.8% | $4,167-58.6% | $3,740-53.8% |
| Admin fee / account holder | $14,785 | $5,622+163.0% | $6,797+117.5% | $5,306+178.6% |