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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 | $38,878 | $57,541-32.4% | $95,740-59.4% | $75,173-48.3% |
| Participation rate | 72.4% | 62.5%+9.9pp | 72.3%+0.2pp | 67.2%+5.2pp |
| Annual return | 13.90% | 34.93%-21.0pp | 28.41%-14.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,630 | $1,808-9.8% | $2,836-42.5% | $2,671-39.0% |
| Participant deferral / active EE | $2,646 | $3,074-13.9% | $4,244-37.7% | $4,126-35.9% |
| Admin fee / account holder | $8,379 | $4,099+104.4% | $5,676+47.6% | $5,651+48.3% |