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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 | $58,691 | $91,167-35.6% | $178,498-67.1% | $79,858-26.5% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 15.54% | 24.19%-8.7pp | 151.09%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,895 | $3,255-41.8% | $5,011-62.2% | $2,471-23.3% |
| Participant deferral / active EE | $3,236 | $3,2360% | $5,202-37.8% | $3,740-13.5% |
| Admin fee / account holder | $18,286 | $6,747+171.0% | $13,985+30.8% | $5,306+244.6% |