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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 | $81,233-34.9% | $155,567-66.0% | $80,874-34.6% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 14.03% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,625 | $3,101-47.6% | $4,674-65.2% | $2,756-41.0% |
| Participant deferral / active EE | $4,210 | $3,452+21.9% | $5,628-25.2% | $4,297-2.0% |
| Admin fee / account holder | $22,550 | $7,998+182.0% | $15,916+41.7% | $6,935+225.2% |