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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 | $42,856 | $61,605-30.4% | $112,273-61.8% | $75,173-43.0% |
| Participation rate | 73.1% | 61.7%+11.4pp | 72.4%+0.6pp | 67.2%+5.9pp |
| Annual return | 12.49% | 28.47%-16.0pp | 30.23%-17.7pp | 160.72%-148.2pp |
| Employer contribution / active EE | $1,915 | $2,015-5.0% | $3,431-44.2% | $2,671-28.3% |
| Participant deferral / active EE | $3,460 | $3,108+11.3% | $4,800-27.9% | $4,126-16.1% |
| Admin fee / account holder | $25,434 | $4,862+423.1% | $7,752+228.1% | $5,651+350.1% |