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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 | $56,651 | $76,407-25.9% | $150,298-62.3% | $82,448-31.3% |
| Participation rate | 77.4% | 66.4%+11.0pp | 77.8%-0.4pp | 68.1%+9.3pp |
| Annual return | 25.91% | 39.99%-14.1pp | 62.79%-36.9pp | 41.64%-15.7pp |
| Employer contribution / active EE | $3,726 | $2,614+42.5% | $4,154-10.3% | $2,551+46.1% |
| Participant deferral / active EE | $6,410 | $3,214+99.4% | $5,453+17.6% | $4,139+54.9% |
| Admin fee / account holder | $69,453 | $6,352+993.4% | $14,116+392.0% | $7,234+860.0% |