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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 | $73,260 | $101,752-28.0% | $164,928-55.6% | $80,911-9.5% |
| Participation rate | 78.4% | 71.8%+6.6pp | 78.6%-0.2pp | 67.6%+10.8pp |
| Annual return | 12.11% | 16.73%-4.6pp | 70.08%-58.0pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,846 | $2,953-37.5% | $4,343-57.5% | $2,756-33.0% |
| Participant deferral / active EE | $3,195 | $4,477-28.6% | $6,034-47.0% | $4,297-25.6% |
| Admin fee / account holder | $10,274 | $8,218+25.0% | $12,684-19.0% | $6,935+48.1% |