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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 | $66,879 | $76,407-12.5% | $150,298-55.5% | $82,448-18.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 13.34% | 39.99%-26.7pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,821 | $2,614+7.9% | $4,154-32.1% | $2,551+10.6% |
| Participant deferral / active EE | $2,200 | $3,214-31.6% | $5,453-59.6% | $4,139-46.8% |
| Admin fee / account holder | $17,873 | $6,352+181.4% | $14,116+26.6% | $7,234+147.1% |