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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 | $83,898+24.5% | $133,346-21.7% | $94,015+11.1% |
| Participation rate | 76.9% | 63.4%+13.6pp | 72.8%+4.1pp | 70.8%+6.1pp |
| Annual return | 14.88% | 16.00%-1.1pp | 36.85%-22.0pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,096 | $1,821-39.8% | $2,853-61.6% | $2,790-60.7% |
| Participant deferral / active EE | $3,489 | $3,245+7.5% | $4,332-19.5% | $4,249-17.9% |
| Admin fee / account holder | $51,420 | $7,809+558.5% | $14,264+260.5% | $8,951+474.4% |