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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 | $58,739 | $83,485-29.6% | $125,192-53.1% | $72,975-19.5% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 18.50% | 25.77%-7.3pp | 43.79%-25.3pp | 81.01%-62.5pp |
| Employer contribution / active EE | $2,412 | $2,346+2.8% | $3,866-37.6% | $2,440-1.2% |
| Participant deferral / active EE | $4,714 | $3,586+31.5% | $4,937-4.5% | $3,608+30.7% |
| Admin fee / account holder | $17,473 | $5,518+216.7% | $9,704+80.1% | $5,124+241.0% |