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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 | $214,664 | $86,949+146.9% | $102,460+109.5% | $80,959+165.2% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.7%+10.5pp |
| Annual return | 12.90% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,044 | $2,370-55.9% | $3,025-65.5% | $2,757-62.1% |
| Participant deferral / active EE | $4,453 | $4,121+8.1% | $5,056-11.9% | $4,300+3.5% |
| Admin fee / account holder | $31,112 | $8,048+286.6% | $9,460+228.9% | $6,925+349.2% |