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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 | $29,745 | $93,589-68.2% | $135,942-78.1% | $75,181-60.4% |
| Participation rate | 88.4% | 75.2%+13.2pp | 81.9%+6.5pp | 67.2%+21.2pp |
| Annual return | 19.58% | 30.90%-11.3pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $2,756 | $3,537-22.1% | $4,858-43.3% | $2,671+3.2% |
| Participant deferral / active EE | $4,418 | $6,405-31.0% | $7,759-43.1% | $4,126+7.1% |
| Admin fee / account holder | $18,127 | $6,977+159.8% | $10,764+68.4% | $5,650+220.8% |