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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 | $77,574+34.6% | $108,753-4.0% | $86,983+20.1% |
| Participation rate | 76.9% | 62.3%+14.6pp | 71.1%+5.8pp | 69.5%+7.4pp |
| Annual return | 14.88% | 18.42%-3.5pp | 37.47%-22.6pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,096 | $1,611-32.0% | $2,427-54.8% | $2,584-57.6% |
| Participant deferral / active EE | $3,489 | $3,128+11.5% | $4,115-15.2% | $4,194-16.8% |
| Admin fee / account holder | $51,420 | $6,529+687.6% | $10,320+398.3% | $7,856+554.5% |