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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 | $86,938+44.5% | $102,423+22.7% | $80,925+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 | 29.42%-14.4pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,314 | $2,369-44.5% | $3,023-56.5% | $2,756-52.3% |
| Participant deferral / active EE | $3,717 | $4,120-9.8% | $5,054-26.5% | $4,299-13.5% |
| Admin fee / account holder | $22,852 | $8,053+183.8% | $9,455+141.7% | $6,940+229.3% |