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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 | $50,997 | $61,605-17.2% | $112,273-54.6% | $75,173-32.2% |
| Participation rate | 70.7% | 61.7%+9.1pp | 72.4%-1.7pp | 67.2%+3.5pp |
| Annual return | 14.14% | 28.47%-14.3pp | 30.23%-16.1pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,657 | $2,015-17.8% | $3,431-51.7% | $2,671-38.0% |
| Participant deferral / active EE | $4,764 | $3,108+53.3% | $4,800-0.7% | $4,126+15.5% |
| Admin fee / account holder | $15,514 | $4,862+219.1% | $7,752+100.1% | $5,651+174.6% |