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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 | $57,070 | $106,864-46.6% | $147,318-61.3% | $82,637-30.9% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 16.01% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,649 | $3,417-22.5% | $4,593-42.3% | $2,552+3.8% |
| Participant deferral / active EE | $6,465 | $6,496-0.5% | $7,906-18.2% | $4,126+56.7% |
| Admin fee / account holder | $12,104 | $8,415+43.8% | $13,708-11.7% | $7,339+64.9% |