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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 | $70,653 | $99,345-28.9% | $84,753-16.6% | $273,972-74.2% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.53% | 22.93%-17.4pp | 22.78%-17.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,352 | $4,214-44.2% | $3,574-34.2% | $4,869-51.7% |
| Participant deferral / active EE | $1,389 | $4,270-67.5% | $3,712-62.6% | $5,287-73.7% |
| Admin fee / account holder | $24,717 | $6,645+271.9% | $5,333+363.5% | $10,133+143.9% |