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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 | $44,035 | $56,287-21.8% | $80,977-45.6% | $62,881-30.0% |
| Participation rate | 79.3% | 68.9%+10.4pp | 75.8%+3.5pp | 69.3%+10.0pp |
| Annual return | 5.78% | 22.13%-16.4pp | 17.11%-11.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,371 | $1,943-29.4% | $3,715-63.1% | $2,281-39.9% |
| Participant deferral / active EE | $2,727 | $4,196-35.0% | $5,696-52.1% | $3,203-14.9% |
| Admin fee / account holder | $15,648 | $3,742+318.2% | $5,517+183.7% | $4,296+264.3% |