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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 | $79,911 | $95,404-16.2% | $113,397-29.5% | $82,637-3.3% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 13.90% | 19.08%-5.2pp | 23.20%-9.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,833 | $2,307-20.5% | $2,977-38.4% | $2,552-28.2% |
| Participant deferral / active EE | $4,244 | $4,220+0.6% | $5,076-16.4% | $4,126+2.9% |
| Admin fee / account holder | $32,297 | $9,168+252.3% | $11,957+170.1% | $7,339+340.1% |