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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 | $81,276-19.8% | $155,574-58.1% | $80,925-19.5% |
| Participation rate | 73.0% | 66.2%+6.7pp | 78.2%-5.2pp | 67.7%+5.3pp |
| Annual return | 12.83% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $2,467 | $3,103-20.5% | $4,676-47.2% | $2,756-10.5% |
| Participant deferral / active EE | $4,488 | $3,453+30.0% | $5,629-20.3% | $4,299+4.4% |
| Admin fee / account holder | $13,750 | $7,993+72.0% | $15,914-13.6% | $6,940+98.1% |