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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 | $77,023 | $99,345-22.5% | $84,753-9.1% | $273,972-71.9% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 2.85% | 22.93%-20.1pp | 22.78%-19.9pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,716 | $4,214-59.3% | $3,574-52.0% | $4,869-64.8% |
| Participant deferral / active EE | $6,001 | $4,270+40.5% | $3,712+61.7% | $5,287+13.5% |
| Admin fee / account holder | $43,707 | $6,645+557.7% | $5,333+719.5% | $10,133+331.3% |