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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 | $44,925 | $83,485-46.2% | $125,180-64.1% | $72,983-38.4% |
| Participation rate | 70.5% | 73.3%-2.9pp | 79.8%-9.3pp | 69.5%+1.0pp |
| Annual return | 20.06% | 25.78%-5.7pp | 43.79%-23.7pp | 81.01%-60.9pp |
| Employer contribution / active EE | $1,705 | $2,346-27.3% | $3,866-55.9% | $2,440-30.1% |
| Participant deferral / active EE | $1,891 | $3,586-47.3% | $4,937-61.7% | $3,608-47.6% |
| Admin fee / account holder | $14,984 | $5,518+171.6% | $9,703+54.4% | $5,124+192.4% |