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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 | $58,436 | $59,440-1.7% | $78,004-25.1% | $82,637-29.3% |
| Participation rate | 70.0% | 62.8%+7.2pp | 69.4%+0.6pp | 68.1%+1.9pp |
| Annual return | 15.88% | 40.24%-24.4pp | 31.07%-15.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,224 | $1,750-30.1% | $2,469-50.4% | $2,552-52.0% |
| Participant deferral / active EE | $3,179 | $3,138+1.3% | $4,092-22.3% | $4,126-23.0% |
| Admin fee / account holder | $12,223 | $5,504+122.1% | $7,578+61.3% | $7,339+66.6% |