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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 | $73,988-35.2% | $96,538-50.4% | $75,177-36.3% |
| Participation rate | 85.6% | 66.4%+19.1pp | 74.3%+11.2pp | 67.2%+18.4pp |
| Annual return | 13.42% | 26.73%-13.3pp | 35.74%-22.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $2,390 | $2,930-18.4% | $3,740-36.1% | $2,671-10.5% |
| Participant deferral / active EE | $1,700 | $3,660-53.6% | $4,880-65.2% | $4,126-58.8% |
| Admin fee / account holder | $16,379 | $5,220+213.8% | $6,737+143.1% | $5,651+189.8% |