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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 | $104,452 | $76,834+35.9% | $108,359-3.6% | $87,485+19.4% |
| Participation rate | 76.9% | 61.7%+15.2pp | 70.1%+6.8pp | 68.9%+8.0pp |
| Annual return | 14.88% | 19.09%-4.2pp | 36.89%-22.0pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,096 | $1,556-29.6% | $2,399-54.3% | $2,596-57.8% |
| Participant deferral / active EE | $3,489 | $3,100+12.6% | $4,137-15.7% | $4,274-18.3% |
| Admin fee / account holder | $51,420 | $6,537+686.6% | $9,741+427.9% | $7,775+561.4% |