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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 | $138,515 | $86,938+59.3% | $102,423+35.2% | $80,925+71.2% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.7%+4.8pp |
| Annual return | 14.23% | 18.89%-4.7pp | 29.42%-15.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $925 | $2,369-60.9% | $3,023-69.4% | $2,756-66.4% |
| Participant deferral / active EE | $2,809 | $4,120-31.8% | $5,054-44.4% | $4,299-34.7% |
| Admin fee / account holder | $18,411 | $8,053+128.6% | $9,455+94.7% | $6,940+165.3% |