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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 | $72,446 | $95,453-24.1% | $112,040-35.3% | $82,448-12.1% |
| Participation rate | 79.3% | 72.8%+6.6pp | 76.5%+2.8pp | 68.1%+11.2pp |
| Annual return | 13.65% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,345 | $2,318+1.2% | $2,954-20.6% | $2,551-8.1% |
| Participant deferral / active EE | $4,846 | $4,224+14.7% | $5,098-4.9% | $4,139+17.1% |
| Admin fee / account holder | $16,469 | $9,013+82.7% | $12,098+36.1% | $7,234+127.7% |