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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 | $39,622 | $93,064-57.4% | $74,577-46.9% | $273,972-85.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 5.63% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,678 | $3,160-15.2% | $2,525+6.1% | $4,869-45.0% |
| Participant deferral / active EE | $5,231 | $4,160+25.7% | $3,458+51.3% | $5,287-1.1% |
| Admin fee / account holder | $12,383 | $5,273+134.8% | $4,138+199.2% | $10,133+22.2% |