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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 | $20,075 | $96,956-79.3% | $69,779-71.2% | $273,972-92.7% |
| Participation rate | 82.4% | 77.1%+5.3pp | 71.8%+10.5pp | 83.0%-0.7pp |
| Annual return | 3.31% | 12.93%-9.6pp | 12.99%-9.7pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,089 | $3,316-67.2% | $2,338-53.4% | $4,869-77.6% |
| Participant deferral / active EE | $2,543 | $3,744-32.1% | $2,931-13.2% | $5,287-51.9% |
| Admin fee / account holder | $51,722 | $7,934+551.9% | $4,381+1080.6% | $10,133+410.4% |