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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 | $54,912 | $78,423-30.0% | $95,964-42.8% | $79,856-31.2% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 13.88% | 19.37%-5.5pp | 91.64%-77.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,784 | $1,945-8.3% | $2,541-29.8% | $2,471-27.8% |
| Participant deferral / active EE | $3,982 | $3,440+15.7% | $4,167-4.4% | $3,741+6.4% |
| Admin fee / account holder | $9,967 | $5,622+77.3% | $6,797+46.6% | $5,306+87.8% |