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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 | $77,248 | $45,050+71.5% | $63,018+22.6% | $70,126+10.2% |
| Participation rate | 70.8% | 69.5%+1.3pp | 74.8%-4.0pp | 69.5%+1.3pp |
| Annual return | 12.80% | 18.76%-6.0pp | 87.62%-74.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,112 | $2,052-45.8% | $2,761-59.7% | $2,343-52.6% |
| Participant deferral / active EE | $3,075 | $2,466+24.7% | $3,330-7.6% | $3,332-7.7% |
| Admin fee / account holder | $12,693 | $2,834+347.9% | $3,601+252.5% | $4,645+173.2% |