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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 | $47,907 | $73,955-35.2% | $96,520-50.4% | $75,181-36.3% |
| Participation rate | 85.6% | 66.4%+19.1pp | 74.3%+11.2pp | 67.2%+18.4pp |
| Annual return | 13.42% | 26.72%-13.3pp | 35.72%-22.3pp | 160.69%-147.3pp |
| Employer contribution / active EE | $2,390 | $2,930-18.4% | $3,739-36.1% | $2,671-10.5% |
| Participant deferral / active EE | $1,700 | $3,659-53.6% | $4,879-65.2% | $4,126-58.8% |
| Admin fee / account holder | $16,379 | $5,217+213.9% | $6,733+143.3% | $5,650+189.9% |