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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 | $47,439 | $109,359-56.6% | $162,177-70.7% | $72,975-35.0% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 18.11% | 25.46%-7.3pp | 115.60%-97.5pp | 81.01%-62.9pp |
| Employer contribution / active EE | $2,838 | $3,907-27.4% | $5,613-49.4% | $2,440+16.3% |
| Participant deferral / active EE | $4,301 | $5,481-21.5% | $7,297-41.0% | $3,608+19.2% |
| Admin fee / account holder | $13,771 | $7,972+72.7% | $10,843+27.0% | $5,124+168.8% |