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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 | $54,286 | $86,938-37.6% | $102,423-47.0% | $80,925-32.9% |
| Participation rate | 70.2% | 72.4%-2.2pp | 76.5%-6.3pp | 67.7%+2.6pp |
| Annual return | 11.61% | 18.89%-7.3pp | 29.42%-17.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $3,809 | $2,369+60.8% | $3,023+26.0% | $2,756+38.2% |
| Participant deferral / active EE | $7,395 | $4,120+79.5% | $5,054+46.3% | $4,299+72.0% |
| Admin fee / account holder | $21,135 | $8,053+162.5% | $9,455+123.5% | $6,940+204.5% |