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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 | $58,925 | $91,167-35.4% | $178,498-67.0% | $79,858-26.2% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 29.05% | 24.19%+4.9pp | 151.09%-122.0pp | 31.72%-2.7pp |
| Employer contribution / active EE | $2,283 | $3,255-29.9% | $5,011-54.4% | $2,471-7.6% |
| Participant deferral / active EE | $2,234 | $3,236-31.0% | $5,202-57.1% | $3,740-40.3% |
| Admin fee / account holder | $10,622 | $6,747+57.4% | $13,985-24.0% | $5,306+100.2% |