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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 | $64,462-23.5% | $81,482-39.5% | $80,911-39.0% |
| Participation rate | 87.5% | 63.9%+23.6pp | 69.5%+18.0pp | 67.6%+19.9pp |
| Annual return | 10.39% | 16.35%-6.0pp | 24.79%-14.4pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,498 | $1,979-24.3% | $2,463-39.2% | $2,756-45.6% |
| Participant deferral / active EE | $1,817 | $3,094-41.3% | $3,885-53.2% | $4,297-57.7% |
| Admin fee / account holder | $14,492 | $5,678+155.2% | $5,761+151.5% | $6,935+109.0% |