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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 | $43,726 | $73,955-40.9% | $96,520-54.7% | $75,181-41.8% |
| Participation rate | 81.0% | 66.4%+14.6pp | 74.3%+6.7pp | 67.2%+13.8pp |
| Annual return | 17.43% | 26.72%-9.3pp | 35.72%-18.3pp | 160.69%-143.3pp |
| Employer contribution / active EE | $1,495 | $2,930-49.0% | $3,739-60.0% | $2,671-44.0% |
| Participant deferral / active EE | $7,477 | $3,659+104.3% | $4,879+53.3% | $4,126+81.2% |
| Admin fee / account holder | $18,126 | $5,217+247.4% | $6,733+169.2% | $5,650+220.8% |