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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 | $59,751 | $106,524-43.9% | $152,301-60.8% | $87,485-31.7% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.4%-7.0pp | 68.9%+6.5pp |
| Annual return | 16.40% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,212 | $3,371-34.4% | $4,624-52.2% | $2,596-14.8% |
| Participant deferral / active EE | $4,722 | $6,525-27.6% | $8,004-41.0% | $4,274+10.5% |
| Admin fee / account holder | $18,671 | $8,287+125.3% | $14,398+29.7% | $7,775+140.1% |