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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 | $66,508 | $108,825-38.9% | $156,181-57.4% | $82,448-19.3% |
| Participation rate | 84.3% | 72.4%+12.0pp | 78.8%+5.5pp | 68.1%+16.3pp |
| Annual return | 15.84% | 20.59%-4.8pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,550 | $2,870-11.2% | $4,294-40.6% | $2,5510% |
| Participant deferral / active EE | $4,150 | $4,577-9.3% | $6,132-32.3% | $4,139+0.3% |
| Admin fee / account holder | $14,370 | $9,341+53.8% | $14,586-1.5% | $7,234+98.6% |