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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 | $106,864-46.0% | $147,318-60.8% | $82,637-30.1% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 16.64% | 27.49%-10.9pp | 70.43%-53.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $2,203 | $3,417-35.5% | $4,593-52.0% | $2,552-13.7% |
| Participant deferral / active EE | $5,679 | $6,496-12.6% | $7,906-28.2% | $4,126+37.6% |
| Admin fee / account holder | $16,390 | $8,415+94.8% | $13,708+19.6% | $7,339+123.3% |