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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 | $86,938-34.7% | $102,423-44.6% | $80,925-29.8% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 20.80% | 18.89%+1.9pp | 29.42%-8.6pp | 35.65%-14.9pp |
| Employer contribution / active EE | $1,388 | $2,369-41.4% | $3,023-54.1% | $2,756-49.6% |
| Participant deferral / active EE | $3,143 | $4,120-23.7% | $5,054-37.8% | $4,299-26.9% |
| Admin fee / account holder | $18,063 | $8,053+124.3% | $9,455+91.1% | $6,940+160.3% |