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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 | $56,277-21.8% | $80,976-45.6% | $62,891-30.0% |
| Participation rate | 79.3% | 69.0%+10.4pp | 75.8%+3.5pp | 69.3%+10.0pp |
| Annual return | 5.78% | 22.12%-16.3pp | 17.10%-11.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,371 | $1,943-29.4% | $3,714-63.1% | $2,281-39.9% |
| Participant deferral / active EE | $2,727 | $4,195-35.0% | $5,696-52.1% | $3,203-14.9% |
| Admin fee / account holder | $15,648 | $3,741+318.3% | $5,516+183.7% | $4,296+264.3% |