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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 | $61,213 | $82,523-25.8% | $115,752-47.1% | $70,126-12.7% |
| Participation rate | 79.2% | 74.0%+5.2pp | 77.8%+1.4pp | 69.5%+9.6pp |
| Annual return | 13.29% | 28.22%-14.9pp | 19.41%-6.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $2,233 | $2,758-19.0% | $3,492-36.0% | $2,343-4.7% |
| Participant deferral / active EE | $6,901 | $4,062+69.9% | $5,204+32.6% | $3,332+107.1% |
| Admin fee / account holder | $16,537 | $4,552+263.3% | $6,278+163.4% | $4,645+256.0% |