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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 | $52,011 | $109,359-52.4% | $162,177-67.9% | $72,975-28.7% |
| Participation rate | 75.6% | 84.3%-8.6pp | 87.6%-11.9pp | 69.5%+6.1pp |
| Annual return | 18.19% | 25.46%-7.3pp | 115.60%-97.4pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,846 | $3,907-52.8% | $5,613-67.1% | $2,440-24.4% |
| Participant deferral / active EE | $4,401 | $5,481-19.7% | $7,297-39.7% | $3,608+22.0% |
| Admin fee / account holder | $11,277 | $7,972+41.5% | $10,843+4.0% | $5,124+120.1% |