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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 | $114,712-42.0% | $173,730-61.7% | $87,485-24.0% |
| Participation rate | 84.3% | 73.0%+11.3pp | 79.6%+4.8pp | 68.9%+15.4pp |
| Annual return | 15.84% | 20.18%-4.3pp | 19.96%-4.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,550 | $2,904-12.2% | $4,577-44.3% | $2,596-1.8% |
| Participant deferral / active EE | $4,150 | $4,642-10.6% | $6,326-34.4% | $4,274-2.9% |
| Admin fee / account holder | $14,370 | $10,210+40.8% | $17,523-18.0% | $7,775+84.8% |