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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 | $63,092 | $97,550-35.3% | $120,344-47.6% | $87,485-27.9% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.7%-4.4pp | 68.9%+3.4pp |
| Annual return | 11.86% | 18.41%-6.6pp | 20.30%-8.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,160 | $2,291-49.4% | $3,020-61.6% | $2,596-55.3% |
| Participant deferral / active EE | $2,074 | $4,230-51.0% | $5,135-59.6% | $4,274-51.5% |
| Admin fee / account holder | $14,132 | $9,543+48.1% | $12,742+10.9% | $7,775+81.8% |