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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 | $68,616 | $101,752-32.6% | $164,928-58.4% | $80,911-15.2% |
| Participation rate | 74.4% | 71.8%+2.6pp | 78.6%-4.2pp | 67.6%+6.8pp |
| Annual return | 11.24% | 16.73%-5.5pp | 70.08%-58.8pp | 35.63%-24.4pp |
| Employer contribution / active EE | $3,622 | $2,953+22.6% | $4,343-16.6% | $2,756+31.4% |
| Participant deferral / active EE | $9,366 | $4,477+109.2% | $6,034+55.2% | $4,297+118.0% |
| Admin fee / account holder | $4,372 | $8,218-46.8% | $12,684-65.5% | $6,935-37.0% |