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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 | $71,570 | $108,212-33.9% | $77,513-7.7% | $158,966-55.0% |
| Participation rate | 88.9% | 64.4%+24.5pp | 54.2%+34.7pp | 82.0%+6.9pp |
| Annual return | 15.32% | 31.67%-16.4pp | 54.81%-39.5pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,387 | $1,325+4.7% | $987+40.6% | $4,762-70.9% |
| Participant deferral / active EE | $2,819 | $2,455+14.8% | $1,861+51.5% | $5,983-52.9% |
| Admin fee / account holder | $42,258 | $3,709+1039.3% | $2,859+1378.0% | $11,250+275.6% |