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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 | $64,893 | $106,749-39.2% | $145,433-55.4% | $82,448-21.3% |
| Participation rate | 79.7% | 75.6%+4.0pp | 82.1%-2.5pp | 68.1%+11.6pp |
| Annual return | 17.73% | 27.59%-9.9pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,698 | $3,444-21.7% | $4,554-40.8% | $2,551+5.7% |
| Participant deferral / active EE | $9,082 | $6,519+39.3% | $7,897+15.0% | $4,139+119.4% |
| Admin fee / account holder | $25,807 | $8,390+207.6% | $13,129+96.6% | $7,234+256.7% |