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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 | $125,635 | $86,949+44.5% | $102,460+22.6% | $80,959+55.2% |
| Participation rate | 73.5% | 72.4%+1.1pp | 76.5%-3.0pp | 67.7%+5.9pp |
| Annual return | 14.99% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,314 | $2,370-44.5% | $3,025-56.6% | $2,757-52.3% |
| Participant deferral / active EE | $3,717 | $4,121-9.8% | $5,056-26.5% | $4,300-13.6% |
| Admin fee / account holder | $22,852 | $8,048+184.0% | $9,460+141.6% | $6,925+230.0% |