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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 | $60,034 | $83,485-28.1% | $125,180-52.0% | $72,983-17.7% |
| Participation rate | 87.9% | 73.3%+14.6pp | 79.8%+8.1pp | 69.5%+18.4pp |
| Annual return | 19.13% | 25.78%-6.7pp | 43.79%-24.7pp | 81.01%-61.9pp |
| Employer contribution / active EE | $2,151 | $2,346-8.3% | $3,866-44.4% | $2,440-11.9% |
| Participant deferral / active EE | $4,723 | $3,586+31.7% | $4,937-4.3% | $3,608+30.9% |
| Admin fee / account holder | $11,462 | $5,518+107.7% | $9,703+18.1% | $5,124+123.7% |