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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 | $54,861 | $81,262-32.5% | $155,602-64.7% | $80,911-32.2% |
| Participation rate | 75.9% | 66.2%+9.7pp | 78.2%-2.3pp | 67.6%+8.3pp |
| Annual return | 12.53% | 33.34%-20.8pp | 64.81%-52.3pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,745 | $3,102-43.7% | $4,675-62.7% | $2,756-36.7% |
| Participant deferral / active EE | $4,588 | $3,451+32.9% | $5,629-18.5% | $4,297+6.8% |
| Admin fee / account holder | $19,616 | $7,992+145.5% | $15,923+23.2% | $6,935+182.9% |