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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 | $58,745 | $86,940-32.4% | $102,434-42.7% | $80,935-27.4% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.7%+10.5pp |
| Annual return | 10.61% | 18.89%-8.3pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,190 | $2,370-49.8% | $3,023-60.6% | $2,757-56.8% |
| Participant deferral / active EE | $3,916 | $4,121-5.0% | $5,055-22.5% | $4,299-8.9% |
| Admin fee / account holder | $11,209 | $8,047+39.3% | $9,462+18.5% | $6,924+61.9% |