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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 | $65,068 | $91,559-28.9% | $133,971-51.4% | $79,852-18.5% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.6%+16.5pp |
| Annual return | 24.78% | 61.85%-37.1pp | 45.09%-20.3pp | 31.72%-6.9pp |
| Employer contribution / active EE | $1,844 | $2,384-22.6% | $3,919-52.9% | $2,471-25.4% |
| Participant deferral / active EE | $3,983 | $3,734+6.7% | $5,047-21.1% | $3,740+6.5% |
| Admin fee / account holder | $12,673 | $6,321+100.5% | $8,929+41.9% | $5,306+138.8% |