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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 | $57,742 | $106,524-45.8% | $152,301-62.1% | $87,485-34.0% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.4%-4.1pp | 68.9%+9.4pp |
| Annual return | 16.64% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,203 | $3,371-34.7% | $4,624-52.4% | $2,596-15.1% |
| Participant deferral / active EE | $5,679 | $6,525-13.0% | $8,004-29.0% | $4,274+32.9% |
| Admin fee / account holder | $16,390 | $8,287+97.8% | $14,398+13.8% | $7,775+110.8% |