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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 | $84,808 | $101,795-16.7% | $165,100-48.6% | $80,959+4.8% |
| Participation rate | 72.9% | 71.8%+1.1pp | 78.6%-5.7pp | 67.7%+5.2pp |
| Annual return | 10.97% | 16.73%-5.8pp | 70.21%-59.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,852 | $2,954-37.3% | $4,348-57.4% | $2,757-32.8% |
| Participant deferral / active EE | $4,145 | $4,476-7.4% | $6,035-31.3% | $4,300-3.6% |
| Admin fee / account holder | $24,072 | $8,221+192.8% | $12,696+89.6% | $6,925+247.6% |