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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 | $53,897 | $74,535-27.7% | $100,712-46.5% | $82,637-34.8% |
| Participation rate | 94.4% | 61.2%+33.3pp | 69.3%+25.2pp | 68.1%+26.4pp |
| Annual return | 14.77% | 18.92%-4.2pp | 33.27%-18.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,008 | $1,503+33.6% | $2,313-13.2% | $2,552-21.3% |
| Participant deferral / active EE | $3,044 | $3,074-1.0% | $4,085-25.5% | $4,126-26.2% |
| Admin fee / account holder | $16,680 | $6,576+153.7% | $9,256+80.2% | $7,339+127.3% |