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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 | $86,922+44.5% | $102,438+22.6% | $80,874+55.3% |
| Participation rate | 73.5% | 72.4%+1.1pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 14.99% | 18.90%-3.9pp | 29.37%-14.4pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,314 | $2,369-44.5% | $3,024-56.5% | $2,756-52.3% |
| Participant deferral / active EE | $3,717 | $4,119-9.8% | $5,054-26.5% | $4,297-13.5% |
| Admin fee / account holder | $22,852 | $8,050+183.9% | $9,448+141.9% | $6,935+229.5% |