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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 | $111,688 | $81,358+37.3% | $155,556-28.2% | $80,959+38.0% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 14.13% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,241 | $3,106-27.9% | $4,675-52.1% | $2,757-18.7% |
| Participant deferral / active EE | $2,274 | $3,455-34.2% | $5,631-59.6% | $4,300-47.1% |
| Admin fee / account holder | $38,739 | $7,994+384.6% | $15,885+143.9% | $6,925+459.4% |