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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 | $47,357 | $106,749-55.6% | $145,433-67.4% | $82,448-42.6% |
| Participation rate | 74.4% | 75.6%-1.3pp | 82.1%-7.8pp | 68.1%+6.3pp |
| Annual return | 14.75% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,318 | $3,444-61.7% | $4,554-71.1% | $2,551-48.3% |
| Participant deferral / active EE | $2,788 | $6,519-57.2% | $7,897-64.7% | $4,139-32.6% |
| Admin fee / account holder | $16,817 | $8,390+100.4% | $13,129+28.1% | $7,234+132.5% |