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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 | $68,888 | $101,795-32.3% | $165,100-58.3% | $80,959-14.9% |
| Participation rate | 73.6% | 71.8%+1.8pp | 78.6%-5.0pp | 67.7%+6.0pp |
| Annual return | 11.40% | 16.73%-5.3pp | 70.21%-58.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $4,230 | $2,954+43.2% | $4,348-2.7% | $2,757+53.4% |
| Participant deferral / active EE | $5,883 | $4,476+31.4% | $6,035-2.5% | $4,300+36.8% |
| Admin fee / account holder | $2,086 | $8,221-74.6% | $12,696-83.6% | $6,925-69.9% |