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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 | $69,287 | $138,393-49.9% | $184,256-62.4% | $80,959-14.4% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.7%+22.0pp |
| Annual return | 12.60% | 20.01%-7.4pp | 28.85%-16.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,537 | $4,847-27.0% | $6,427-45.0% | $2,757+28.3% |
| Participant deferral / active EE | $6,828 | $7,076-3.5% | $9,133-25.2% | $4,300+58.8% |
| Admin fee / account holder | $15,447 | $10,489+47.3% | $13,899+11.1% | $6,925+123.0% |