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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 | $54,639 | $109,359-50.0% | $162,185-66.3% | $72,976-25.1% |
| Participation rate | 92.6% | 84.3%+8.4pp | 87.6%+5.1pp | 69.5%+23.2pp |
| Annual return | 20.06% | 25.46%-5.4pp | 115.61%-95.5pp | 81.02%-61.0pp |
| Employer contribution / active EE | $1,379 | $3,907-64.7% | $5,613-75.4% | $2,440-43.5% |
| Participant deferral / active EE | $4,153 | $5,481-24.2% | $7,297-43.1% | $3,608+15.1% |
| Admin fee / account holder | $19,342 | $7,972+142.6% | $10,844+78.4% | $5,124+277.5% |