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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 | $65,385 | $86,949-24.8% | $102,460-36.2% | $80,959-19.2% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.7%+25.7pp |
| Annual return | 10.52% | 18.89%-8.4pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,006 | $2,370-15.3% | $3,025-33.7% | $2,757-27.2% |
| Participant deferral / active EE | $4,723 | $4,121+14.6% | $5,056-6.6% | $4,300+9.8% |
| Admin fee / account holder | $43,896 | $8,048+445.5% | $9,460+364.0% | $6,925+533.8% |