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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 | $45,892 | $73,978-38.0% | $96,515-52.5% | $75,173-39.0% |
| Participation rate | 90.7% | 66.4%+24.3pp | 74.3%+16.4pp | 67.2%+23.5pp |
| Annual return | 14.30% | 26.72%-12.4pp | 35.73%-21.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,169 | $2,931-60.1% | $3,740-68.7% | $2,671-56.2% |
| Participant deferral / active EE | $2,693 | $3,660-26.4% | $4,880-44.8% | $4,126-34.7% |
| Admin fee / account holder | $9,390 | $5,219+79.9% | $6,735+39.4% | $5,651+66.2% |