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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 | $106,524-55.5% | $152,301-68.9% | $87,485-45.9% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.4%-8.1pp | 68.9%+5.4pp |
| Annual return | 14.75% | 26.89%-12.1pp | 80.50%-65.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,318 | $3,371-60.9% | $4,624-71.5% | $2,596-49.2% |
| Participant deferral / active EE | $2,788 | $6,525-57.3% | $8,004-65.2% | $4,274-34.8% |
| Admin fee / account holder | $16,817 | $8,287+102.9% | $14,398+16.8% | $7,775+116.3% |