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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 | $86,355 | $101,795-15.2% | $165,100-47.7% | $80,959+6.7% |
| Participation rate | 73.1% | 71.8%+1.3pp | 78.6%-5.5pp | 67.7%+5.4pp |
| Annual return | 12.62% | 16.73%-4.1pp | 70.21%-57.6pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,636 | $2,954-44.6% | $4,348-62.4% | $2,757-40.7% |
| Participant deferral / active EE | $2,748 | $4,476-38.6% | $6,035-54.5% | $4,300-36.1% |
| Admin fee / account holder | $10,318 | $8,221+25.5% | $12,696-18.7% | $6,925+49.0% |