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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 | $65,165 | $81,358-19.9% | $155,556-58.1% | $80,959-19.5% |
| Participation rate | 73.0% | 66.3%+6.7pp | 78.2%-5.3pp | 67.7%+5.3pp |
| Annual return | 12.83% | 33.39%-20.6pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,467 | $3,106-20.6% | $4,675-47.2% | $2,757-10.5% |
| Participant deferral / active EE | $4,488 | $3,455+29.9% | $5,631-20.3% | $4,300+4.4% |
| Admin fee / account holder | $13,750 | $7,994+72.0% | $15,885-13.4% | $6,925+98.5% |