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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 | $106,749-45.9% | $145,433-60.3% | $82,448-30.0% |
| Participation rate | 78.4% | 75.6%+2.7pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 16.64% | 27.59%-11.0pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,203 | $3,444-36.0% | $4,554-51.6% | $2,551-13.6% |
| Participant deferral / active EE | $5,679 | $6,519-12.9% | $7,897-28.1% | $4,139+37.2% |
| Admin fee / account holder | $16,390 | $8,390+95.4% | $13,129+24.8% | $7,234+126.6% |