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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 | $49,336 | $63,845-22.7% | $81,370-39.4% | $80,959-39.1% |
| Participation rate | 87.5% | 63.9%+23.6pp | 69.5%+18.0pp | 67.7%+19.8pp |
| Annual return | 10.39% | 16.37%-6.0pp | 24.85%-14.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,498 | $1,980-24.3% | $2,464-39.2% | $2,757-45.7% |
| Participant deferral / active EE | $1,817 | $3,093-41.2% | $3,885-53.2% | $4,300-57.7% |
| Admin fee / account holder | $14,492 | $5,688+154.8% | $5,749+152.1% | $6,925+109.3% |