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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 | $52,892 | $81,358-35.0% | $155,556-66.0% | $80,959-34.7% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 14.03% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,625 | $3,106-47.7% | $4,675-65.2% | $2,757-41.1% |
| Participant deferral / active EE | $4,210 | $3,455+21.8% | $5,631-25.2% | $4,300-2.1% |
| Admin fee / account holder | $22,550 | $7,994+182.1% | $15,885+42.0% | $6,925+225.6% |