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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 | $52,005 | $86,940-40.2% | $102,434-49.2% | $80,935-35.7% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 11.31% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.4pp |
| Employer contribution / active EE | $2,216 | $2,370-6.5% | $3,023-26.7% | $2,757-19.6% |
| Participant deferral / active EE | $3,984 | $4,121-3.3% | $5,055-21.2% | $4,299-7.3% |
| Admin fee / account holder | $11,161 | $8,047+38.7% | $9,462+18.0% | $6,924+61.2% |