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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 | $50,319 | $106,524-52.8% | $152,301-67.0% | $87,485-42.5% |
| Participation rate | 70.7% | 75.8%-5.1pp | 82.4%-11.8pp | 68.9%+1.7pp |
| Annual return | 16.25% | 26.89%-10.6pp | 80.50%-64.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,465 | $3,371-56.6% | $4,624-68.3% | $2,596-43.6% |
| Participant deferral / active EE | $4,399 | $6,525-32.6% | $8,004-45.0% | $4,274+2.9% |
| Admin fee / account holder | $1,739 | $8,287-79.0% | $14,398-87.9% | $7,775-77.6% |