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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 | $56,779 | $86,922-34.7% | $102,438-44.6% | $80,874-29.8% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 20.80% | 18.90%+1.9pp | 29.37%-8.6pp | 35.62%-14.8pp |
| Employer contribution / active EE | $1,388 | $2,369-41.4% | $3,024-54.1% | $2,756-49.6% |
| Participant deferral / active EE | $3,143 | $4,119-23.7% | $5,054-37.8% | $4,297-26.9% |
| Admin fee / account holder | $18,063 | $8,050+124.4% | $9,448+91.2% | $6,935+160.5% |