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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 | $44,701 | $61,125-26.9% | $94,057-52.5% | $87,485-48.9% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.3%-0.6pp | 68.9%+3.8pp |
| Annual return | 16.66% | 35.20%-18.5pp | 480.62%-464.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,951 | $2,136-8.7% | $2,933-33.5% | $2,596-24.8% |
| Participant deferral / active EE | $2,247 | $3,260-31.1% | $4,709-52.3% | $4,274-47.4% |
| Admin fee / account holder | $13,240 | $5,629+135.2% | $7,244+82.8% | $7,775+70.3% |