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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 | $55,381 | $108,825-49.1% | $156,181-64.5% | $82,448-32.8% |
| Participation rate | 77.2% | 72.4%+4.8pp | 78.8%-1.6pp | 68.1%+9.1pp |
| Annual return | 15.94% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,695 | $2,870-40.9% | $4,294-60.5% | $2,551-33.5% |
| Participant deferral / active EE | $4,871 | $4,577+6.4% | $6,132-20.6% | $4,139+17.7% |
| Admin fee / account holder | $15,292 | $9,341+63.7% | $14,586+4.8% | $7,234+111.4% |