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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 | $68,161 | $86,940-21.6% | $102,434-33.5% | $80,935-15.8% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.7%+25.7pp |
| Annual return | 12.56% | 18.89%-6.3pp | 29.46%-16.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,453 | $2,370+3.5% | $3,023-18.9% | $2,757-11.0% |
| Participant deferral / active EE | $3,966 | $4,121-3.8% | $5,055-21.5% | $4,299-7.8% |
| Admin fee / account holder | $16,875 | $8,047+109.7% | $9,462+78.3% | $6,924+143.7% |