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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 | $53,496 | $95,453-44.0% | $112,040-52.3% | $82,448-35.1% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.5%+4.8pp | 68.1%+13.2pp |
| Annual return | 13.26% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,061 | $2,318-54.2% | $2,954-64.1% | $2,551-58.4% |
| Participant deferral / active EE | $3,448 | $4,224-18.4% | $5,098-32.4% | $4,139-16.7% |
| Admin fee / account holder | $27,026 | $9,013+199.8% | $12,098+123.4% | $7,234+273.6% |