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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 | $110,137-49.7% | $161,149-65.6% | $82,637-33.0% |
| Participation rate | 77.2% | 72.4%+4.8pp | 78.8%-1.6pp | 68.1%+9.1pp |
| Annual return | 15.94% | 20.69%-4.7pp | 21.16%-5.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,695 | $2,856-40.6% | $4,360-61.1% | $2,552-33.6% |
| Participant deferral / active EE | $4,871 | $4,575+6.5% | $6,153-20.8% | $4,126+18.0% |
| Admin fee / account holder | $15,292 | $9,467+61.5% | $15,194+0.6% | $7,339+108.4% |